Corient Private Wealth
TIP icon

Corient Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Corient Private Wealth’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 		$4.21M Sell
38,468
-3,910
-9% -$432K 0.01% 973
2026
Q1 		$4.41M Buy
42,378
+3,400
+9% +$376K 0.01% 900
2025
Q4 		$4.28M Buy
38,978
+4,545
+13% +$504K 0.01% 826
2025
Q3 		$3.83M Sell
34,433
-4,773
-12% -$527K 0.01% 807
2025
Q2 		$4.31M Sell
39,206
-59,606
-60% -$6.5M 0.01% 742
2025
Q1 		$11M Buy
98,812
+47,194
+91% +$5.13M 0.02% 499
2024
Q4 		$5.5M Sell
51,618
-7,364
-12% -$797K 0.01% 669
2024
Q3 		$6.52M Sell
58,982
-1,277
-2% -$139K 0.01% 679
2024
Q2 		$6.43M Sell
60,259
-2,849
-5% -$303K 0.01% 637
2024
Q1 		$6.78M Sell
63,108
-470
-0.7% -$50.2K 0.01% 624
2023
Q4 		$6.83M Sell
63,578
-460
-0.7% -$48.1K 0.01% 616
2023
Q3 		$6.64M Buy
64,038
+7,546
+13% +$799K 0.02% 578
2023
Q2 		$6.08M Sell
56,492
-4,240
-7% -$462K 0.01% 579
2023
Q1 		$6.7M Buy
60,732
+3,075
+5% +$333K 0.02% 514
2022
Q4 		$6.29M Buy
+57,657
New +$6.16M 0.02% 442

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

Corient Private Wealth's TIP Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 9.2% in Q2 2026, selling an estimated $432K and leaving 38,468 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #973.

Corient Private Wealth first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q1 2025. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Corient Private Wealth held 38,468 shares of iShares TIPS Bond ETF worth $4.21M as of Q2 2026.
  • Corient Private Wealth sold 3,910 iShares TIPS Bond ETF shares in Q2 2026, an estimated $432K.
  • iShares TIPS Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #973 holding.
  • Corient Private Wealth first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares TIPS Bond ETF position peaked at $11M in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.