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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
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 $1.37T 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

Coppell Advisory Solutions's TIP Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 1,942 shares — an estimated $214K sold.

Coppell Advisory Solutions first reported a position in TIP in Q4 2020 and held it in 12 quarters. The position peaked at $2.98M in Q1 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,942 iShares TIPS Bond ETF shares in Q1 2026, an estimated $214K.
  • Coppell Advisory Solutions first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 12 quarters.
  • Coppell Advisory Solutions's iShares TIPS Bond ETF position peaked at $2.98M in Q1 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.