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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cyndeo Wealth Partners's TIP Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its iShares TIPS Bond ETF (TIP) stake by 9.8% in Q1 2026, selling an estimated $28.1K and leaving 2,348 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #431.

Cyndeo Wealth Partners first reported a position in TIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.1M in Q1 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Cyndeo Wealth Partners held 2,348 shares of iShares TIPS Bond ETF worth $259K as of Q1 2026.
Cyndeo Wealth Partners sold 254 iShares TIPS Bond ETF shares in Q1 2026, an estimated $28.1K.
iShares TIPS Bond ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #431 holding.
Cyndeo Wealth Partners first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's iShares TIPS Bond ETF position peaked at $17.1M in Q1 2023.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.