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NorthCrest Asset Manangement’s iShares TIPS Bond ETF TIP Stock Holding History

NorthCrest Asset Manangement’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 		$1.05M Buy
9,744
+643
+7% +$71.1K 0.03% 364
2026
Q1 		$1.01M Sell
9,101
-5,705
-39% -$631K 0.03% 332
2025
Q4 		$1.63M Sell
14,806
-2,060
-12% -$229K 0.04% 290
2025
Q3 		$1.87M Sell
16,866
-8,646
-34% -$955K 0.04% 238
2025
Q2 		$2.79M Sell
25,512
-811
-3% -$88.5K 0.08% 186
2025
Q1 		$2.92M Sell
26,323
-2,659
-9% -$289K 0.09% 177
2024
Q4 		$3.09M Sell
28,982
-6,992
-19% -$757K 0.09% 166
2024
Q3 		$3.97M Sell
35,974
-13,399
-27% -$1.46M 0.12% 153
2024
Q2 		$5.27M Sell
49,373
-1,001
-2% -$106K 0.17% 137
2024
Q1 		$5.41M Sell
50,374
-689
-1% -$73.6K 0.18% 134
2023
Q4 		$5.49M Sell
51,063
-11,733
-19% -$1.23M 0.21% 129
2023
Q3 		$6.51M Sell
62,796
-472
-0.7% -$49.9K 0.27% 111
2023
Q2 		$6.81M Sell
63,268
-553
-0.9% -$60.2K 0.27% 113
2023
Q1 		$7.04M Buy
+63,821
New +$6.91M 0.29% 109

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

NorthCrest Asset Manangement's TIP Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares TIPS Bond ETF (TIP) stake by 7.1% in Q2 2026, buying an estimated $71.1K and bringing the position to 9,744 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #364.

NorthCrest Asset Manangement first reported a position in TIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.04M in Q1 2023. 170 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • NorthCrest Asset Manangement held 9,744 shares of iShares TIPS Bond ETF worth $1.05M as of Q2 2026.
  • NorthCrest Asset Manangement bought 643 iShares TIPS Bond ETF shares in Q2 2026, an estimated $71.1K.
  • iShares TIPS Bond ETF made up 0.03% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #364 holding.
  • NorthCrest Asset Manangement first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • NorthCrest Asset Manangement's iShares TIPS Bond ETF position peaked at $7.04M in Q1 2023.
  • 170 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.