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Coastal Bridge Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Coastal Bridge Advisors’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
Q1 		$2.91M Sell
26,380
-149
-0.6% -$16.5K 0.21% 110
2025
Q4 		$2.92M Buy
26,529
+90
+0.3% +$9.98K 0.22% 111
2025
Q3 		$2.94M Buy
26,439
+305
+1% +$33.7K 0.22% 109
2025
Q2 		$2.88M Sell
26,134
-46
-0.2% -$5.02K 0.24% 105
2025
Q1 		$2.91M Buy
+26,180
New +$2.84M 0.72% 36

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coastal Bridge Advisors's TIP Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 0.56% in Q1 2026, selling an estimated $16.5K and leaving 26,380 shares worth $2.91M. The position accounts for 0.21% of the portfolio, ranked #110.

Coastal Bridge Advisors first reported a position in TIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.94M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Coastal Bridge Advisors held 26,380 shares of iShares TIPS Bond ETF worth $2.91M as of Q1 2026.
  • Coastal Bridge Advisors sold 149 iShares TIPS Bond ETF shares in Q1 2026, an estimated $16.5K.
  • iShares TIPS Bond ETF made up 0.21% of Coastal Bridge Advisors's portfolio in Q1 2026, its #110 holding.
  • Coastal Bridge Advisors first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's iShares TIPS Bond ETF position peaked at $2.94M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.