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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
Q2 		$2.91M Buy
26,572
+192
+0.7% +$21.2K 0.18% 127
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 0.26% 96

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coastal Bridge Advisors's TIP Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.73% in Q2 2026, buying an estimated $21.2K and bringing the position to 26,572 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #127.

Coastal Bridge Advisors first reported a position in TIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.94M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Coastal Bridge Advisors held 26,572 shares of iShares TIPS Bond ETF worth $2.91M as of Q2 2026.
  • Coastal Bridge Advisors bought 192 iShares TIPS Bond ETF shares in Q2 2026, an estimated $21.2K.
  • iShares TIPS Bond ETF made up 0.18% of Coastal Bridge Advisors's portfolio in Q2 2026, its #127 holding.
  • Coastal Bridge Advisors first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's iShares TIPS Bond ETF position peaked at $2.94M in Q3 2025.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.