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Creative Financial Designs’s iShares TIPS Bond ETF TIP Stock Holding History

Creative Financial Designs’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 		$50.2K Buy
459
+116
+34% +$12.8K ﹤0.01% 1010
2026
Q1 		$37.9K Hold
343
– – ﹤0.01% 1000
2025
Q4 		$37.7K Hold
343
– – ﹤0.01% 967
2025
Q3 		$38.1K Hold
343
– – ﹤0.01% 948
2025
Q2 		$37.7K Sell
343
-270
-44% -$29.4K ﹤0.01% 956
2025
Q1 		$68.1K Sell
613
-428
-41% -$46.5K 0.01% 730
2024
Q4 		$111K Sell
1,041
-2,392
-70% -$259K 0.01% 575
2024
Q3 		$379K Buy
3,433
+286
+9% +$31.1K 0.03% 333
2024
Q2 		$336K Sell
3,147
-379
-11% -$40.3K 0.03% 332
2024
Q1 		$379K Sell
3,526
-2,575
-42% -$275K 0.04% 302
2023
Q4 		$656K Sell
6,101
-923
-13% -$96.5K 0.07% 205
2023
Q3 		$729K Sell
7,024
-342
-5% -$36.2K 0.09% 176
2023
Q2 		$793K Sell
7,366
-203
-3% -$22.1K 0.09% 171
2023
Q1 		$834K Buy
7,569
+1,280
+20% +$139K 0.11% 157
2022
Q4 		$669K Buy
6,289
+159
+3% +$17K 0.1% 164
2022
Q3 		$643K Buy
6,130
+1,851
+43% +$210K 0.11% 159
2022
Q2 		$487K Buy
4,279
+1,191
+39% +$141K 0.08% 183
2022
Q1 		$385K Sell
3,088
-141
-4% -$17.7K 0.06% 224
2021
Q4 		$417K Buy
3,229
+31
+1% +$4K 0.06% 212
2021
Q3 		$408K Sell
3,198
-9
-0.3% -$1.16K 0.07% 207
2021
Q2 		$411K Sell
3,207
-340
-10% -$43.2K 0.07% 203
2021
Q1 		$445K Buy
3,547
+571
+19% +$72.3K 0.09% 181
2020
Q4 		$380K Sell
2,976
-947
-24% -$119K 0.08% 179
2020
Q3 		$496K Sell
3,923
-1,166
-23% -$146K 0.12% 140
2020
Q2 		$626K Buy
5,089
+4,988
+4,939% +$606K 0.19% 95
2020
Q1 		$12K Sell
101
-488
-83% -$57.5K 0.01% 332
2019
Q4 		$69K Sell
589
-215
-27% -$25K 0.03% 223
2019
Q3 		$94K Sell
804
-2,862
-78% -$332K 0.05% 188
2019
Q2 		$420K Buy
3,666
+2,187
+148% +$249K 0.23% 87
2019
Q1 		$167K Sell
1,479
-35
-2% -$3.88K 0.1% 134
2018
Q4 		$166K Buy
1,514
+5
+0.3% +$546 0.12% 118
2018
Q3 		$167K Buy
1,509
+64
+4% +$7.15K 0.1% 132
2018
Q2 		$163K Buy
1,445
+261
+22% +$29.3K 0.1% 142
2018
Q1 		$134K Sell
1,184
-936
-44% -$105K 0.09% 145
2017
Q4 		$242K Sell
2,120
-15,013
-88% -$1.71M 0.16% 98
2017
Q3 		$1.95M Buy
17,133
+879
+5% +$100K 1.12% 23
2017
Q2 		$1.84M Buy
16,254
+7,121
+78% +$814K 1.18% 24
2017
Q1 		$1.05M Buy
9,133
+7,700
+537% +$877K 0.75% 41
2016
Q4 		$162K Buy
+1,433
New +$164K 0.13% 131

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

Creative Financial Designs's TIP Position: Q2 2026 in Review

Creative Financial Designs increased its iShares TIPS Bond ETF (TIP) stake by 34% in Q2 2026, buying an estimated $12.8K and bringing the position to 459 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Creative Financial Designs first reported a position in TIP in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.95M in Q3 2017. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Creative Financial Designs held 459 shares of iShares TIPS Bond ETF worth $50.2K as of Q2 2026.
  • Creative Financial Designs bought 116 iShares TIPS Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1010 holding.
  • Creative Financial Designs first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Creative Financial Designs's iShares TIPS Bond ETF position peaked at $1.95M in Q3 2017.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.