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Curran Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Curran Financial 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 		$209K Buy
1,892
+2
+0.1% +$221 0.04% 122
2025
Q4 		$208K Sell
1,890
-609
-24% -$67.6K 0.04% 123
2025
Q3 		$278K Sell
2,499
-22,785
-90% -$2.52M 0.06% 114
2025
Q2 		$2.78M Sell
25,284
-26,141
-51% -$2.85M 0.61% 38
2025
Q1 		$5.71M Buy
51,425
+25,479
+98% +$2.77M 1.4% 25
2024
Q4 		$2.76M Buy
25,946
+7,569
+41% +$819K 0.73% 32
2024
Q3 		$2.03M Buy
18,377
+145
+0.8% +$15.8K 0.58% 37
2024
Q2 		$1.95M Sell
18,232
-13
-0.1% -$1.38K 0.65% 34
2024
Q1 		$1.96M Sell
18,245
-3,557
-16% -$380K 0.68% 34
2023
Q4 		$2.32M Sell
21,802
-14,043
-39% -$1.47M 0.89% 31
2023
Q3 		$3.72M Buy
35,845
+11,707
+49% +$1.24M 1.62% 24
2023
Q2 		$2.6M Sell
24,138
-16,565
-41% -$1.8M 1.13% 30
2023
Q1 		$4.49M Sell
40,703
-23,675
-37% -$2.56M 2.13% 15
2022
Q4 		$6.85M Sell
64,378
-55,119
-46% -$5.89M 3.31% 10
2022
Q3 		$12.5M Sell
119,497
-6,713
-5% -$760K 6.36% 4
2022
Q2 		$14.4M Buy
126,210
+70,257
+126% +$8.33M 6.79% 4
2022
Q1 		$6.97M Sell
55,953
-32,494
-37% -$4.09M 2.86% 12
2021
Q4 		$11.4M Buy
88,447
+30,446
+52% +$3.93M 4.85% 8
2021
Q3 		$7.4M Buy
58,001
+8,795
+18% +$1.13M 3.78% 9
2021
Q2 		$6.3M Sell
49,206
-7,533
-13% -$957K 3.46% 11
2021
Q1 		$7.12M Buy
56,739
+25,582
+82% +$3.24M 5.12% 6
2020
Q4 		$3.98M Buy
+31,157
New +$3.93M 3.41% 11

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

Curran Financial Partners's TIP Position: Q1 2026 in Review

Curran Financial Partners increased its iShares TIPS Bond ETF (TIP) stake by 0.11% in Q1 2026, buying an estimated $221 and bringing the position to 1,892 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #122.

Curran Financial Partners first reported a position in TIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.4M in Q2 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Curran Financial Partners held 1,892 shares of iShares TIPS Bond ETF worth $209K as of Q1 2026.
  • Curran Financial Partners bought 2 iShares TIPS Bond ETF shares in Q1 2026, an estimated $221.
  • iShares TIPS Bond ETF made up 0.04% of Curran Financial Partners's portfolio in Q1 2026, its #122 holding.
  • Curran Financial Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Curran Financial Partners's iShares TIPS Bond ETF position peaked at $14.4M in Q2 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.