CC
TIP icon

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

Cypress Capital’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 		$17.7M Sell
161,373
-1,234
-0.8% -$136K 4.77% 5
2026
Q1 		$17.9M Sell
162,607
-2,637
-2% -$292K 5.11% 5
2025
Q4 		$18.2M Buy
165,244
+1,253
+0.8% +$139K 5.09% 5
2025
Q3 		$18.2M Sell
163,991
-6,476
-4% -$715K 5.22% 5
2025
Q2 		$18.8M Sell
170,467
-2,178
-1% -$238K 5.45% 5
2025
Q1 		$19.2M Sell
172,645
-3,876
-2% -$421K 5.53% 4
2024
Q4 		$18.8M Sell
176,521
-3,455
-2% -$374K 5.38% 5
2024
Q3 		$19.9M Sell
179,976
-16,545
-8% -$1.8M 5.13% 5
2024
Q2 		$21M Buy
196,521
+97,846
+99% +$10.4M 5.27% 5
2024
Q1 		$10.6M Sell
98,675
-3,382
-3% -$361K 2.9% 9
2023
Q4 		$11M Sell
102,057
-3,568
-3% -$373K 3.12% 9
2023
Q3 		$11M Buy
+105,625
New +$11.2M 3.21% 8
2022
Q2 		– Sell
-2,700
Closed -$336K – 204
2022
Q1 		$336K Hold
2,700
– – 0.04% 163
2021
Q4 		$349K Hold
2,700
– – 0.04% 165
2021
Q3 		$345K Buy
+2,700
New +$348K 0.04% 147

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Capital's TIP Position: Q2 2026 in Review

Cypress Capital reduced its iShares TIPS Bond ETF (TIP) stake by 0.76% in Q2 2026, selling an estimated $136K and leaving 161,373 shares worth $17.7M. The position accounts for 4.77% of the portfolio, ranked #5.

Cypress Capital first reported a position in TIP in Q3 2021 and has held it in 15 quarters since. The position peaked at $21M in Q2 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cypress Capital held 161,373 shares of iShares TIPS Bond ETF worth $17.7M as of Q2 2026.
  • Cypress Capital sold 1,234 iShares TIPS Bond ETF shares in Q2 2026, an estimated $136K.
  • iShares TIPS Bond ETF made up 4.77% of Cypress Capital's portfolio in Q2 2026, its #5 holding.
  • Cypress Capital first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • Cypress Capital's iShares TIPS Bond ETF position peaked at $21M in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.