AUB
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Atlantic Union Bankshares’s iShares TIPS Bond ETF TIP Stock Holding History

Atlantic Union Bankshares’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 		$1.02M Sell
9,226
-231
-2% -$25.6K 0.02% 362
2025
Q4 		$1.04M Sell
9,457
-118
-1% -$13.1K 0.02% 369
2025
Q3 		$1.06M Sell
9,575
-3,026
-24% -$334K 0.02% 368
2025
Q2 		$1.39M Buy
+12,601
New +$1.37M 0.03% 287

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlantic Union Bankshares's TIP Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its iShares TIPS Bond ETF (TIP) stake by 2.4% in Q1 2026, selling an estimated $25.6K and leaving 9,226 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #362.

Atlantic Union Bankshares first reported a position in TIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Atlantic Union Bankshares held 9,226 shares of iShares TIPS Bond ETF worth $1.02M as of Q1 2026.
  • Atlantic Union Bankshares sold 231 iShares TIPS Bond ETF shares in Q1 2026, an estimated $25.6K.
  • iShares TIPS Bond ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #362 holding.
  • Atlantic Union Bankshares first reported a position in iShares TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's iShares TIPS Bond ETF position peaked at $1.39M in Q2 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.