CW
TIP icon

CreativeOne Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

CreativeOne 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
Q1 		$1.36M Sell
12,280
-718
-6% -$79.5K 0.03% 466
2025
Q4 		$1.43M Buy
12,998
+2,205
+20% +$245K 0.03% 426
2025
Q3 		$1.2M Sell
10,793
-1,488
-12% -$164K 0.03% 478
2025
Q2 		$1.35M Buy
12,281
+1,234
+11% +$135K 0.04% 449
2025
Q1 		$1.23M Sell
11,047
-506
-4% -$55K 0.04% 420
2024
Q4 		$1.23M Buy
11,553
+7,252
+169% +$785K 0.04% 408
2024
Q3 		$475K Sell
4,301
-54,275
-93% -$5.9M 0.02% 641
2024
Q2 		$6.25M Sell
58,576
-35,836
-38% -$3.81M 0.32% 64
2024
Q1 		$10.1M Buy
94,412
+46,707
+98% +$4.99M 0.4% 51
2023
Q4 		$5.13M Sell
47,705
-5,866
-11% -$613K 0.33% 71
2023
Q3 		$5.56M Buy
53,571
+32,805
+158% +$3.47M 0.4% 61
2023
Q2 		$2.23M Sell
20,766
-2,171
-9% -$236K 0.1% 186
2023
Q1 		$2.53M Sell
22,937
-38,308
-63% -$4.15M 0.12% 139
2022
Q4 		$6.52M Sell
61,245
-103,781
-63% -$11.1M 0.36% 65
2022
Q3 		$17.3M Sell
165,026
-81,392
-33% -$9.22M 1.04% 17
2022
Q2 		$28.1M Buy
246,418
+109,519
+80% +$13M 1.52% 16
2022
Q1 		$17.1M Sell
136,899
-99,966
-42% -$12.6M 0.88% 26
2021
Q4 		$30.6M Buy
236,865
+116,155
+96% +$15M 1.51% 10
2021
Q3 		$15.4M Buy
120,710
+95,538
+380% +$12.3M 0.91% 23
2021
Q2 		$3.22M Buy
25,172
+8,151
+48% +$1.04M 0.2% 100
2021
Q1 		$2.14M Buy
17,021
+5,804
+52% +$735K 0.16% 110
2020
Q4 		$1.43M Buy
11,217
+3,867
+53% +$488K 0.12% 139
2020
Q3 		$930K Buy
7,350
+2,734
+59% +$343K 0.13% 106
2020
Q2 		$568K Buy
+4,616
New +$561K 0.09% 117

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

CreativeOne Wealth's TIP Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 5.5% in Q1 2026, selling an estimated $79.5K and leaving 12,280 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #466.

CreativeOne Wealth first reported a position in TIP in Q2 2020 and has held it in 24 quarters since. The position peaked at $30.6M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • CreativeOne Wealth held 12,280 shares of iShares TIPS Bond ETF worth $1.36M as of Q1 2026.
  • CreativeOne Wealth sold 718 iShares TIPS Bond ETF shares in Q1 2026, an estimated $79.5K.
  • iShares TIPS Bond ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #466 holding.
  • CreativeOne Wealth first reported a position in iShares TIPS Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's iShares TIPS Bond ETF position peaked at $30.6M in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.