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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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 $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return