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CoreCap Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

CoreCap 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
Q3 		$4.49M Sell
43,166
-8,219
-16% -$879K 0.13% 154
2026
Q2 		$5.62M Sell
51,385
-81
-0.2% -$8.95K 0.17% 140
2026
Q1 		$5.68M Buy
51,466
+1,410
+3% +$156K 0.19% 111
2025
Q4 		$5.5M Buy
50,056
+9,829
+24% +$1.09M 0.19% 94
2025
Q3 		$4.47M Sell
40,227
-15,093
-27% -$1.67M 0.16% 121
2025
Q2 		$6.09M Buy
55,320
+2,620
+5% +$286K 0.25% 72
2025
Q1 		$5.85M Buy
52,700
+3,524
+7% +$383K 0.26% 75
2024
Q4 		$5.24M Sell
49,176
-15,252
-24% -$1.65M 0.24% 72
2024
Q3 		$7.12M Buy
+64,428
New +$7M 0.33% 58
2024
Q2 		– Sell
-54,779
Closed -$5.88M – 2479
2024
Q1 		$5.88M Sell
54,779
-6,508
-11% -$695K 0.31% 54
2023
Q4 		$6.59M Sell
61,287
-2,389
-4% -$250K 0.43% 46
2023
Q3 		$6.6M Sell
63,676
-13,371
-17% -$1.41M 0.48% 45
2023
Q2 		$8.29M Buy
+77,047
New +$8.39M 0.59% 32
2022
Q4 		$17.5M Sell
164,622
-119,186
-42% -$12.7M 1.25% 12
2022
Q3 		$29.8M Buy
283,808
+166,700
+142% +$18.9M 2.5% 6
2022
Q2 		$13.3M Sell
117,108
-74,449
-39% -$8.83M 1.04% 19
2022
Q1 		$23.9M Sell
191,557
-10,662
-5% -$1.34M 1.65% 14
2021
Q4 		$26.1M Buy
+202,219
New +$26.1M 1.74% 10

Other funds holding TIP

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

CoreCap Advisors's TIP Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 16% in Q3 2026, selling an estimated $879K and leaving 43,166 shares worth $4.49M. The position accounts for 0.13% of the portfolio, ranked #154.

CoreCap Advisors first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.8M in Q3 2022. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • CoreCap Advisors held 43,166 shares of iShares TIPS Bond ETF worth $4.49M as of Q3 2026.
  • CoreCap Advisors sold 8,219 iShares TIPS Bond ETF shares in Q3 2026, an estimated $879K.
  • iShares TIPS Bond ETF made up 0.13% of CoreCap Advisors's portfolio in Q3 2026, its #154 holding.
  • CoreCap Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares TIPS Bond ETF position peaked at $29.8M in Q3 2022.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.