CL
TIP icon

CLG LLC’s iShares TIPS Bond ETF TIP Stock Holding History

CLG LLC’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Sell
2,747
-214
-7% -$23.7K 0.07% 127
2026
Q1 		$327K Hold
2,961
– – 0.08% 112
2025
Q4 		$325K Sell
2,961
-714
-19% -$79.2K 0.08% 112
2025
Q3 		$409K Buy
3,675
+2
+0.1% +$221 0.11% 99
2025
Q2 		$404K Buy
+3,673
New +$401K 0.13% 91

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CLG LLC's TIP Position: Q2 2026 in Review

CLG LLC reduced its iShares TIPS Bond ETF (TIP) stake by 7.2% in Q2 2026, selling an estimated $23.7K and leaving 2,747 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #127.

CLG LLC first reported a position in TIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $409K in Q3 2025. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • CLG LLC held 2,747 shares of iShares TIPS Bond ETF worth $301K as of Q2 2026.
  • CLG LLC sold 214 iShares TIPS Bond ETF shares in Q2 2026, an estimated $23.7K.
  • iShares TIPS Bond ETF made up 0.07% of CLG LLC's portfolio in Q2 2026, its #127 holding.
  • CLG LLC first reported a position in iShares TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • CLG LLC's iShares TIPS Bond ETF position peaked at $409K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.