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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creekside Partners's TIP Position: Q1 2026 in Review

Creekside Partners held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 2,802 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #146.

Creekside Partners first reported a position in TIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2024. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Creekside Partners held 2,802 shares of iShares TIPS Bond ETF worth $309K as of Q1 2026.
Creekside Partners left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.13% of Creekside Partners's portfolio in Q1 2026, its #146 holding.
Creekside Partners first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's iShares TIPS Bond ETF position peaked at $1.05M in Q2 2024.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.