TIP ISHARES TR

Ownership history in Cypress Capital, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cypress Capital, LLC reported a position in ISHARES TR (TIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.27% (2024 Q2)
Avg. % of fund
4.07%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 165,244 +1,253 +0.8% 5.09% $18.2M $109.91
2025 Q3 REDUCED 163,991 -6,476 -3.8% 5.22% $18.2M $110.00
2025 Q2 REDUCED 170,467 -2,178 -1.3% 5.45% $18.8M $107.79
2025 Q1 REDUCED 172,645 -3,876 -2.2% 5.53% $19.2M $107.33
2024 Q4 REDUCED 176,521 -3,455 -1.9% 5.38% $18.8M $102.95
2024 Q3 REDUCED 179,976 -16,545 -8.4% 5.13% $19.9M $106.18
2024 Q2 ADDED 196,521 +94,776 +93.2% 6.27% $21.0M $102.03
2023 Q4 REDUCED 101,745 -3,880 -3.7% 3.32% $10.9M $101.27
2023 Q3 ADDED 105,625 +102,925 +3812.0% 3.36% $11.0M $96.89
2022 Q1 UNCHANGED 2,700 0% 0.04% $336K $107.78
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TIP price (monthly, adj. close)
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