CWP
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Cyndeo Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Cyndeo Wealth 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
Q2 		$270K Buy
2,464
+116
+5% +$12.8K 0.01% 452
2026
Q1 		$259K Sell
2,348
-254
-10% -$28.1K 0.01% 431
2025
Q4 		$286K Sell
2,602
-518
-17% -$57.5K 0.02% 407
2025
Q3 		$347K Sell
3,120
-211
-6% -$23.3K 0.02% 366
2025
Q2 		$367K Sell
3,331
-93
-3% -$10.1K 0.02% 345
2025
Q1 		$380K Sell
3,424
-1,955
-36% -$212K 0.03% 328
2024
Q4 		$573K Sell
5,379
-600
-10% -$65K 0.04% 275
2024
Q3 		$661K Sell
5,979
-145,118
-96% -$15.8M 0.05% 261
2024
Q2 		$16.1M Buy
151,097
+3,118
+2% +$332K 1.26% 12
2024
Q1 		$15.9M Buy
147,979
+4,188
+3% +$447K 1.32% 10
2023
Q4 		$15.5M Sell
143,791
-18,262
-11% -$1.91M 1.43% 11
2023
Q3 		$16.8M Buy
162,053
+5,475
+3% +$579K 1.75% 7
2023
Q2 		$16.9M Buy
156,578
+1,493
+1% +$163K 1.76% 7
2023
Q1 		$17.1M Buy
155,085
+83,697
+117% +$9.06M 1.84% 7
2022
Q4 		$7.6M Buy
+71,388
New +$7.62M 0.89% 23

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

Cyndeo Wealth Partners's TIP Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares TIPS Bond ETF (TIP) stake by 4.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,464 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #452.

Cyndeo Wealth Partners first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.1M in Q1 2023. 226 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cyndeo Wealth Partners held 2,464 shares of iShares TIPS Bond ETF worth $270K as of Q2 2026.
  • Cyndeo Wealth Partners bought 116 iShares TIPS Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares TIPS Bond ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #452 holding.
  • Cyndeo Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's iShares TIPS Bond ETF position peaked at $17.1M in Q1 2023.
  • 226 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.