Creekside Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Creekside Partners’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	$297K	Sell	2,718 -84	-3%	-$9.29K	0.11%	159
2026 Q1	$309K	Hold	2,802	–	–	0.13%	146
2025 Q4	$308K	Buy	2,802 +2	+0.1%	+$222	0.13%	141
2025 Q3	$311K	Buy	2,800 +1	+0%	+$110	0.14%	137
2025 Q2	$308K	Buy	2,799 +2	+0.1%	+$218	0.15%	134
2025 Q1	$311K	Sell	2,797 -1,397	-33%	-$152K	0.16%	129
2024 Q4	$447K	Sell	4,194 -1,875	-31%	-$203K	0.23%	99
2024 Q3	$670K	Sell	6,069 -3,779	-38%	-$411K	0.35%	69
2024 Q2	$1.05M	Buy	+9,848	New	+$1.05M	0.58%	43

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creekside Partners's TIP Position: Q2 2026 in Review

Creekside Partners reduced its iShares TIPS Bond ETF (TIP) stake by 3% in Q2 2026, selling an estimated $9.29K and leaving 2,718 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #159.

Creekside Partners first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Creekside Partners held 2,718 shares of iShares TIPS Bond ETF worth $297K as of Q2 2026.
Creekside Partners sold 84 iShares TIPS Bond ETF shares in Q2 2026, an estimated $9.29K.
iShares TIPS Bond ETF made up 0.11% of Creekside Partners's portfolio in Q2 2026, its #159 holding.
Creekside Partners first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's iShares TIPS Bond ETF position peaked at $1.05M in Q2 2024.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.