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Atwater Malick’s iShares TIPS Bond ETF TIP Stock Holding History

Atwater Malick’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 		$579K Sell
5,250
-743
-12% -$82.2K 0.16% 55
2025
Q4 		$659K Sell
5,993
-580
-9% -$64.3K 0.18% 47
2025
Q3 		$731K Hold
6,573
– – 0.21% 46
2025
Q2 		$723K Sell
6,573
-425
-6% -$46.4K 0.23% 49
2025
Q1 		$777K Sell
6,998
-20
-0.3% -$2.17K 0.26% 44
2024
Q4 		$748K Sell
7,018
-1,230
-15% -$133K 0.25% 44
2024
Q3 		$911K Sell
8,248
-840
-9% -$91.3K 0.29% 40
2024
Q2 		$970K Hold
9,088
– – 0.33% 38
2024
Q1 		$976K Sell
9,088
-1,200
-12% -$128K 0.34% 40
2023
Q4 		$1.11M Buy
10,288
+1,000
+11% +$105K 0.43% 35
2023
Q3 		$963K Hold
9,288
– – 0.42% 36
2023
Q2 		$1,000K Hold
9,288
– – 0.43% 31
2023
Q1 		$1.02M Hold
9,288
– – 0.48% 29
2022
Q4 		$989K Sell
9,288
-61
-0.7% -$6.51K 0.49% 28
2022
Q3 		$981K Buy
9,349
+2,770
+42% +$314K 0.55% 28
2022
Q2 		$749K Buy
6,579
+758
+13% +$89.9K 0.39% 30
2022
Q1 		$725K Buy
5,821
+718
+14% +$90.3K 0.35% 30
2021
Q4 		$659K Buy
5,103
+3,534
+225% +$456K 0.31% 31
2021
Q3 		$200K Buy
+1,569
New +$202K 0.11% 56
2019
Q4 		– Sell
-119
Closed -$14K – 180
2019
Q3 		$14K Buy
+119
New +$13.8K 0.01% 125

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

Atwater Malick's TIP Position: Q1 2026 in Review

Atwater Malick reduced its iShares TIPS Bond ETF (TIP) stake by 12% in Q1 2026, selling an estimated $82.2K and leaving 5,250 shares worth $579K. The position accounts for 0.16% of the portfolio, ranked #55.

Atwater Malick first reported a position in TIP in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.11M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Atwater Malick held 5,250 shares of iShares TIPS Bond ETF worth $579K as of Q1 2026.
  • Atwater Malick sold 743 iShares TIPS Bond ETF shares in Q1 2026, an estimated $82.2K.
  • iShares TIPS Bond ETF made up 0.16% of Atwater Malick's portfolio in Q1 2026, its #55 holding.
  • Atwater Malick first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 20 quarters since.
  • Atwater Malick's iShares TIPS Bond ETF position peaked at $1.11M in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.