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

CWC 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	$1.23M	Sell	11,240 -178	-2%	-$19.7K	0.55%	48
2026 Q1	$1.26M	Buy	11,418 +539	+5%	+$59.7K	0.6%	44
2025 Q4	$1.2M	Buy	10,879 +536	+5%	+$59.5K	0.58%	48
2025 Q3	$1.15M	Buy	10,343 +881	+9%	+$97.3K	0.56%	45
2025 Q2	$1.04M	Buy	9,462 +500	+6%	+$54.5K	0.54%	48
2025 Q1	$996K	Buy	8,962 +123	+1%	+$13.4K	0.57%	47
2024 Q4	$942K	Sell	8,839 -743	-8%	-$80.4K	0.94%	32
2024 Q3	$1.06M	Buy	+9,582	New	+$1.04M	1.05%	30

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

CWC Advisors's TIP Position: Q2 2026 in Review

CWC Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 1.6% in Q2 2026, selling an estimated $19.7K and leaving 11,240 shares worth $1.23M. The position accounts for 0.55% of the portfolio, ranked #48.

CWC Advisors first reported a position in TIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

CWC Advisors held 11,240 shares of iShares TIPS Bond ETF worth $1.23M as of Q2 2026.
CWC Advisors sold 178 iShares TIPS Bond ETF shares in Q2 2026, an estimated $19.7K.
iShares TIPS Bond ETF made up 0.55% of CWC Advisors's portfolio in Q2 2026, its #48 holding.
CWC Advisors first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's iShares TIPS Bond ETF position peaked at $1.26M in Q1 2026.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.