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Coppell Advisory Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Coppell Advisory Solutions’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 		$14.5M Buy
+7
New +$774 1.2% 16
2026
Q1 		– Sell
-1,942
Closed -$214K – 322
2025
Q4 		$214K Hold
1,942
– – 0.02% 373
2025
Q3 		$216K Hold
1,942
– – 0.02% 373
2025
Q2 		$213K Buy
+1,942
New +$212K 0.03% 347
2025
Q1 		– Sell
-2,372
Closed -$253K – 1710
2024
Q4 		$253K Sell
2,372
-60
-2% -$6.5K 0.04% 241
2024
Q3 		$269K Buy
2,432
+13
+0.5% +$1.41K 0.04% 232
2024
Q2 		$258K Buy
+2,419
New +$257K 0.04% 224
2023
Q4 		$1.36M Buy
12,698
+12,455
+5,126% +$1.3M 0.27% 86
2023
Q3 		$25.9K Sell
243
-378
-61% -$40K 0.01% 450
2023
Q2 		$66.5K Sell
621
-26,521
-98% -$2.89M 0.02% 312
2023
Q1 		$2.98M Buy
27,142
+26,899
+11,070% +$2.91M 0.98% 21
2022
Q4 		$25.9K Buy
+243
New +$25.9K 0.01% 456
2020
Q4 		$710K Buy
+5,559
New +$701K 0.36% 77

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 22.96% 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

Coppell Advisory Solutions's TIP Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 7 shares worth $14.5M. The stake represents 1.2% of the portfolio and ranks #16 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TIP as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in TIP in Q4 2020 and has held it in 13 quarters since. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Coppell Advisory Solutions held 7 shares of iShares TIPS Bond ETF worth $14.5M as of Q2 2026.
  • iShares TIPS Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • iShares TIPS Bond ETF made up 1.2% of Coppell Advisory Solutions's portfolio in Q2 2026, its #16 holding.
  • Coppell Advisory Solutions first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 13 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.