Cyndeo Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
Other funds holding TIP
SLI
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.