CPRC
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Consolidated Portfolio Review Corp’s iShares TIPS Bond ETF TIP Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-5,204
Closed -$579K – 366
2025
Q3 		$579K Buy
5,204
+118
+2% +$13K 0.07% 246
2025
Q2 		$560K Sell
5,086
-59
-1% -$6.43K 0.08% 239
2025
Q1 		$572K Buy
5,145
+173
+3% +$18.8K 0.09% 209
2024
Q4 		$530K Buy
4,972
+5
+0.1% +$541 0.08% 224
2024
Q3 		$549K Buy
4,967
+250
+5% +$27.2K 0.12% 181
2024
Q2 		$504K Buy
4,717
+21
+0.4% +$2.23K 0.12% 180
2024
Q1 		$504K Sell
4,696
-882
-16% -$94.2K 0.13% 159
2023
Q4 		$600K Sell
5,578
-398
-7% -$41.6K 0.14% 157
2023
Q3 		$620K Buy
5,976
+159
+3% +$16.8K 0.15% 151
2023
Q2 		$626K Buy
5,817
+33
+0.6% +$3.59K 0.15% 148
2023
Q1 		$638K Buy
+5,784
New +$626K 0.17% 142

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Consolidated Portfolio Review Corp's TIP Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 5,204 shares — an estimated $579K sold.

Consolidated Portfolio Review Corp first reported a position in TIP in Q1 2023 and held it in 11 quarters. The position peaked at $638K in Q1 2023. 1,006 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 5,204 iShares TIPS Bond ETF shares in Q4 2025, an estimated $579K.
  • Consolidated Portfolio Review Corp first reported a position in iShares TIPS Bond ETF in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's iShares TIPS Bond ETF position peaked at $638K in Q1 2023.
  • 1,006 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.