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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
Q2 		$710K Buy
6,486
+1,236
+24% +$137K 0.15% 65
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atwater Malick's TIP Position: Q2 2026 in Review

Atwater Malick increased its iShares TIPS Bond ETF (TIP) stake by 24% in Q2 2026, buying an estimated $137K and bringing the position to 6,486 shares worth $710K. The position accounts for 0.15% of the portfolio, ranked #65.

Atwater Malick first reported a position in TIP in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2023. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Atwater Malick held 6,486 shares of iShares TIPS Bond ETF worth $710K as of Q2 2026.
  • Atwater Malick bought 1,236 iShares TIPS Bond ETF shares in Q2 2026, an estimated $137K.
  • iShares TIPS Bond ETF made up 0.15% of Atwater Malick's portfolio in Q2 2026, its #65 holding.
  • Atwater Malick first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 21 quarters since.
  • Atwater Malick's iShares TIPS Bond ETF position peaked at $1.11M in Q4 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.