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Crewe Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Crewe 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 		$71.3K Sell
652
-250
-28% -$27.6K 0.01% 385
2026
Q1 		$99.5K Hold
902
– – 0.01% 293
2025
Q4 		$99.1K Hold
902
– – 0.01% 286
2025
Q3 		$100K Hold
902
– – 0.01% 296
2025
Q2 		$99.3K Hold
902
– – 0.01% 225
2025
Q1 		$100K Hold
902
– – 0.01% 202
2024
Q4 		$96.1K Sell
902
-26
-3% -$2.81K 0.01% 213
2024
Q3 		$103K Hold
928
– – 0.01% 225
2024
Q2 		$99.1K Hold
928
– – 0.01% 269
2024
Q1 		$99.7K Sell
928
-1,298
-58% -$139K 0.01% 273
2023
Q4 		$239K Sell
2,226
-321
-13% -$33.6K 0.04% 65
2023
Q3 		$264K Buy
2,547
+75
+3% +$7.94K 0.05% 64
2023
Q2 		$266K Buy
2,472
+10
+0.4% +$1.09K 0.04% 118
2023
Q1 		$271K Sell
2,462
-500
-17% -$54.1K 0.04% 129
2022
Q4 		$315K Hold
2,962
– – 0.05% 112
2022
Q3 		$311K Buy
2,962
+67
+2% +$7.59K 0.06% 102
2022
Q2 		$330K Hold
2,895
– – 0.07% 86
2022
Q1 		$361K Buy
+2,895
New +$364K 0.07% 69
2021
Q2 		– Sell
-400
Closed -$50K – 483
2021
Q1 		$50K Hold
400
– – 0.01% 152
2020
Q4 		$51K Buy
+400
New +$50.5K 0.02% 141
2019
Q3 		– Sell
-87
Closed -$10K – 302
2019
Q2 		$10K Hold
87
– – ﹤0.01% 212
2019
Q1 		$10K Buy
+87
New +$9.65K ﹤0.01% 182

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

Crewe Advisors's TIP Position: Q2 2026 in Review

Crewe Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 28% in Q2 2026, selling an estimated $27.6K and leaving 652 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #385.

Crewe Advisors first reported a position in TIP in Q1 2019 and has held it in 22 quarters since. The position peaked at $361K in Q1 2022. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Crewe Advisors held 652 shares of iShares TIPS Bond ETF worth $71.3K as of Q2 2026.
  • Crewe Advisors sold 250 iShares TIPS Bond ETF shares in Q2 2026, an estimated $27.6K.
  • iShares TIPS Bond ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #385 holding.
  • Crewe Advisors first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 22 quarters since.
  • Crewe Advisors's iShares TIPS Bond ETF position peaked at $361K in Q1 2022.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.