CCA
TIP icon

Cottonwood Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Cottonwood Capital 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
Q2 		$246K Hold
2,245
– – 0.15% 84
2026
Q1 		$248K Hold
2,245
– – 0.17% 82
2025
Q4 		$247K Hold
2,245
– – 0.18% 80
2025
Q3 		$250K Buy
2,245
+104
+5% +$11.5K 0.18% 79
2025
Q2 		$236K Hold
2,141
– – 0.16% 111
2025
Q1 		$238K Hold
2,141
– – 0.17% 105
2024
Q4 		$228K Hold
2,141
– – 0.16% 111
2024
Q3 		$237K Sell
2,141
-539
-20% -$58.6K 0.17% 105
2024
Q2 		$286K Hold
2,680
– – 0.22% 88
2024
Q1 		$283K Sell
2,680
-162
-6% -$17.3K 0.22% 90
2023
Q4 		$305K Buy
2,842
+162
+6% +$16.9K 0.25% 86
2023
Q3 		$278K Sell
2,680
-120
-4% -$12.7K 0.26% 83
2023
Q2 		$301K Hold
2,800
– – 0.28% 71
2023
Q1 		$309K Hold
2,800
– – 0.28% 71
2022
Q4 		$298K Hold
2,800
– – 0.27% 72
2022
Q3 		$294K Hold
2,800
– – 0.28% 71
2022
Q2 		$319K Hold
2,800
– – 0.29% 65
2022
Q1 		$349K Hold
2,800
– – 0.28% 66
2021
Q4 		$362K Buy
+2,800
New +$361K 0.28% 65

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cottonwood Capital Advisors's TIP Position: Q2 2026 in Review

Cottonwood Capital Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,245 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #84.

Cottonwood Capital Advisors first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $362K in Q4 2021. 706 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cottonwood Capital Advisors held 2,245 shares of iShares TIPS Bond ETF worth $246K as of Q2 2026.
  • Cottonwood Capital Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.15% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #84 holding.
  • Cottonwood Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's iShares TIPS Bond ETF position peaked at $362K in Q4 2021.
  • 706 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.