CI
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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional's TIP Position: Q1 2026 in Review

CX Institutional sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 13 shares — an estimated $1K sold.

CX Institutional first reported a position in TIP in Q3 2018 and held it in 5 quarters. The position peaked at $81K in Q2 2022. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • CX Institutional reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 13 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1K.
  • CX Institutional first reported a position in iShares TIPS Bond ETF in Q3 2018 and held it in 5 quarters.
  • CX Institutional's iShares TIPS Bond ETF position peaked at $81K in Q2 2022.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.