CI
TIP icon

CX Institutional’s iShares TIPS Bond ETF TIP Stock Holding History

CX Institutional’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
Q3 		$29K Buy
+275
New +$29.4K ﹤0.01% 1148
2026
Q1 		– Sell
-13
Closed -$1K – 1660
2025
Q4 		$1K Buy
+13
New +$1.44K ﹤0.01% 1499
2022
Q3 		– Sell
-713
Closed -$81K – 1068
2022
Q2 		$81K Buy
+713
New +$84.6K 0.01% 584
2019
Q4 		– Sell
-34
Closed -$4K – 767
2019
Q3 		$4K Hold
34
– – ﹤0.01% 637
2019
Q2 		$4K Buy
+34
New +$3.87K ﹤0.01% 669
2018
Q4 		– Sell
-94
Closed -$10K – 560
2018
Q3 		$10K Buy
+94
New +$10.5K ﹤0.01% 255

Other funds holding TIP

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CX Institutional's TIP Position: Q3 2026 in Review

CX Institutional opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 275 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: CX Institutional previously reported a position in TIP as recently as Q4 2025.

CX Institutional first reported a position in TIP in Q3 2018 and has held it in 6 quarters since. The position peaked at $81K in Q2 2022. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • CX Institutional held 275 shares of iShares TIPS Bond ETF worth $29K as of Q3 2026.
  • iShares TIPS Bond ETF was a new CX Institutional position in Q3 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1148 holding.
  • CX Institutional first reported a position in iShares TIPS Bond ETF in Q3 2018 and has held it in 6 quarters since.
  • CX Institutional's iShares TIPS Bond ETF position peaked at $81K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.