Cypress Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Cypress Capital Advisors’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	$4.26M	Sell	38,959 -1,387	-3%	-$153K	1.75%	16
2026 Q1	$4.45M	Sell	40,346 -2,229	-5%	-$247K	2.41%	15
2025 Q4	$4.68M	Buy	42,575 +246	+0.6%	+$27.3K	2.51%	15
2025 Q3	$4.71M	Sell	42,329 -538	-1%	-$59.4K	2.68%	12
2025 Q2	$4.72M	Sell	42,867 -1,188	-3%	-$130K	2.95%	12
2025 Q1	$4.89M	Sell	44,055 -5,056	-10%	-$549K	3.4%	11
2024 Q4	$5.23M	Buy	+49,111	New	+$5.32M	4.1%	9

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Capital Advisors's TIP Position: Q2 2026 in Review

Cypress Capital Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 3.4% in Q2 2026, selling an estimated $153K and leaving 38,959 shares worth $4.26M. The position accounts for 1.75% of the portfolio, ranked #16.

Cypress Capital Advisors first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.23M in Q4 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Cypress Capital Advisors held 38,959 shares of iShares TIPS Bond ETF worth $4.26M as of Q2 2026.
Cypress Capital Advisors sold 1,387 iShares TIPS Bond ETF shares in Q2 2026, an estimated $153K.
iShares TIPS Bond ETF made up 1.75% of Cypress Capital Advisors's portfolio in Q2 2026, its #16 holding.
Cypress Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Capital Advisors's iShares TIPS Bond ETF position peaked at $5.23M in Q4 2024.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.