CFMC
TIP icon

Curbstone Financial Management Corp’s iShares TIPS Bond ETF TIP Stock Holding History

Curbstone Financial Management Corp’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 		$5.92M Buy
54,088
+748
+1% +$82.7K 1.01% 22
2026
Q1 		$5.89M Sell
53,340
-264
-0.5% -$29.2K 1.13% 21
2025
Q4 		$5.89M Buy
53,604
+1,300
+2% +$144K 1.13% 19
2025
Q3 		$5.82M Sell
52,304
-200
-0.4% -$22.1K 1.12% 20
2025
Q2 		$5.78M Buy
52,504
+550
+1% +$60K 1.19% 20
2025
Q1 		$5.77M Buy
51,954
+700
+1% +$76K 1.22% 20
2024
Q4 		$5.46M Sell
51,254
-50
-0.1% -$5.41K 1.16% 19
2024
Q3 		$5.67M Sell
51,304
-450
-0.9% -$48.9K 1.21% 19
2024
Q2 		$5.53M Buy
51,754
+50
+0.1% +$5.32K 1.2% 20
2024
Q1 		$5.55M Sell
51,704
-550
-1% -$58.8K 1.2% 19
2023
Q4 		$5.62M Sell
52,254
-130
-0.2% -$13.6K 1.27% 19
2023
Q3 		$5.43M Buy
52,384
+636
+1% +$67.3K 1.34% 17
2023
Q2 		$5.57M Hold
51,748
– – 1.33% 17
2023
Q1 		$5.71M Sell
51,748
-700
-1% -$75.7K 1.39% 17
2022
Q4 		$5.58M Buy
52,448
+200
+0.4% +$21.4K 1.4% 17
2022
Q3 		$5.48M Hold
52,248
– – 1.36% 17
2022
Q2 		$5.95M Buy
52,248
+200
+0.4% +$23.7K 1.38% 16
2022
Q1 		$6.48M Buy
52,048
+860
+2% +$108K 1.2% 19
2021
Q4 		$6.61M Sell
51,188
-299
-0.6% -$38.6K 1.17% 20
2021
Q3 		$6.57M Buy
51,487
+515
+1% +$66.4K 1.24% 18
2021
Q2 		$6.53M Hold
50,972
– – 1.23% 18
2021
Q1 		$6.4M Sell
50,972
-650
-1% -$82.3K 1.28% 17
2020
Q4 		$6.59M Hold
51,622
– – 1.38% 16
2020
Q3 		$6.53M Sell
51,622
-350
-0.7% -$44K 1.56% 15
2020
Q2 		$6.39M Buy
51,972
+800
+2% +$97.3K 1.66% 14
2020
Q1 		$6.03M Sell
51,172
-50
-0.1% -$5.89K 1.82% 12
2019
Q4 		$5.97M Buy
51,222
+250
+0.5% +$29.1K 1.42% 16
2019
Q3 		$5.93M Sell
50,972
-600
-1% -$69.6K 1.52% 15
2019
Q2 		$5.96M Sell
51,572
-386
-0.7% -$43.9K 1.56% 14
2019
Q1 		$5.88M Sell
51,958
-1,410
-3% -$156K 1.6% 14
2018
Q4 		$5.84M Buy
53,368
+396
+0.7% +$43.2K 1.75% 11
2018
Q3 		$5.86M Buy
52,972
+1,450
+3% +$162K 1.53% 15
2018
Q2 		$5.82M Buy
51,522
+1,964
+4% +$220K 1.61% 11
2018
Q1 		$5.6M Buy
49,558
+25,098
+103% +$2.83M 1.58% 12
2017
Q4 		$2.79M Sell
24,460
-24,660
-50% -$2.8M 1.54% 12
2017
Q3 		$5.58M Buy
49,120
+24,310
+98% +$2.77M 1.62% 10
2017
Q2 		$2.81M Hold
24,810
– – 1.69% 9
2017
Q1 		$2.84M Sell
24,810
-100
-0.4% -$11.4K 1.74% 9
2016
Q4 		$2.82M Sell
24,910
-23,450
-48% -$2.68M 1.78% 10
2016
Q3 		$5.63M Buy
48,360
+420
+0.9% +$48.7K 1.81% 9
2016
Q2 		$5.59M Sell
47,940
-400
-0.8% -$45.9K 1.87% 10
2016
Q1 		$5.54M Sell
48,340
-100
-0.2% -$11.2K 1.86% 10
2015
Q4 		$5.31M Buy
48,440
+23,770
+96% +$2.63M 1.82% 10
2015
Q3 		$2.73M Sell
24,670
-5,425
-18% -$605K 1.98% 9
2015
Q2 		$3.37M Sell
30,095
-300
-1% -$33.9K 2.24% 8
2015
Q1 		$3.45M Sell
30,395
-280
-0.9% -$31.7K 2.33% 8
2014
Q4 		$3.44M Hold
30,675
– – 2.65% 5
2014
Q3 		$3.44M Buy
30,675
+250
+0.8% +$28.6K 2.71% 5
2014
Q2 		$3.51M Sell
30,425
-250
-0.8% -$28.5K 2.69% 6
2014
Q1 		$3.44M Buy
+30,675
New +$3.43M 2.81% 6

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Curbstone Financial Management Corp's TIP Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its iShares TIPS Bond ETF (TIP) stake by 1.4% in Q2 2026, buying an estimated $82.7K and bringing the position to 54,088 shares worth $5.92M. The position accounts for 1.01% of the portfolio, ranked #22.

Curbstone Financial Management Corp first reported a position in TIP in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.61M in Q4 2021. 243 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Curbstone Financial Management Corp held 54,088 shares of iShares TIPS Bond ETF worth $5.92M as of Q2 2026.
  • Curbstone Financial Management Corp bought 748 iShares TIPS Bond ETF shares in Q2 2026, an estimated $82.7K.
  • iShares TIPS Bond ETF made up 1.01% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #22 holding.
  • Curbstone Financial Management Corp first reported a position in iShares TIPS Bond ETF in Q1 2014 and has held it in 50 quarters since.
  • Curbstone Financial Management Corp's iShares TIPS Bond ETF position peaked at $6.61M in Q4 2021.
  • 243 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.