J.W. Cole Advisors
TIP icon

J.W. Cole Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

J.W. Cole 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
Q3 		$3.89M Sell
37,399
-5,846
-14% -$625K 0.07% 296
2026
Q2 		$4.73M Buy
+43,245
New +$4.78M 0.08% 253
2026
Q1 		– Sell
-41,685
Closed -$4.46M – 1404
2025
Q4 		$4.46M Buy
41,685
+3,645
+10% +$404K 0.11% 192
2025
Q3 		$4.23M Buy
38,040
+2,511
+7% +$277K 0.08% 241
2025
Q2 		$3.91M Buy
35,529
+5,237
+17% +$571K 0.08% 240
2025
Q1 		$3.37M Buy
30,292
+21,919
+262% +$2.38M 0.1% 202
2024
Q4 		$892K Sell
8,373
-422
-5% -$45.7K 0.04% 447
2024
Q3 		$972K Sell
8,795
-860
-9% -$93.4K 0.04% 396
2024
Q2 		$1.03M Sell
9,655
-1,904
-16% -$202K 0.05% 350
2024
Q1 		$1.24M Sell
11,559
-588
-5% -$62.8K 0.06% 301
2023
Q4 		$1.31M Sell
12,147
-23,913
-66% -$2.5M 0.08% 264
2023
Q3 		$3.74M Sell
36,060
-4,988
-12% -$528K 0.28% 82
2023
Q2 		$4.42M Sell
41,048
-5,787
-12% -$630K 0.31% 74
2023
Q1 		$5.16M Sell
46,835
-5,665
-11% -$613K 0.37% 58
2022
Q4 		$5.59M Sell
52,500
-4,260
-8% -$455K 0.43% 51
2022
Q3 		$5.95M Buy
56,760
+17,100
+43% +$1.94M 0.5% 38
2022
Q2 		$4.52M Sell
39,660
-40,461
-50% -$4.8M 0.36% 58
2022
Q1 		$10M Buy
80,121
+2,805
+4% +$353K 0.67% 22
2021
Q4 		$10M Buy
+77,316
New +$10M 0.65% 25
2021
Q3 		– Sell
-62,225
Closed -$7.96M – 745
2021
Q2 		$7.96M Sell
62,225
-10,902
-15% -$1.39M 0.63% 25
2021
Q1 		$9.18M Buy
73,127
+7,129
+11% +$902K 0.88% 11
2020
Q4 		$8.42M Buy
65,998
+32,434
+97% +$4.09M 0.88% 14
2020
Q3 		$4.25M Sell
33,564
-29,738
-47% -$3.74M 0.33% 71
2020
Q2 		$7.79M Buy
63,302
+61,468
+3,352% +$7.47M 1.17% 13
2020
Q1 		$216K Sell
1,834
-37,487
-95% -$4.42M 0.42% 79
2019
Q4 		$4.58M Buy
+39,321
New +$4.57M 0.58% 36

Other funds holding TIP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DRW Securities
DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

J.W. Cole Advisors's TIP Position: Q3 2026 in Review

J.W. Cole Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 14% in Q3 2026, selling an estimated $625K and leaving 37,399 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #296.

J.W. Cole Advisors first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $10M in Q4 2021. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • J.W. Cole Advisors held 37,399 shares of iShares TIPS Bond ETF worth $3.89M as of Q3 2026.
  • J.W. Cole Advisors sold 5,846 iShares TIPS Bond ETF shares in Q3 2026, an estimated $625K.
  • iShares TIPS Bond ETF made up 0.07% of J.W. Cole Advisors's portfolio in Q3 2026, its #296 holding.
  • J.W. Cole Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's iShares TIPS Bond ETF position peaked at $10M in Q4 2021.
  • 894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.