AT
TIP icon

Avalon Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Avalon Trust’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 		$223K Buy
2,022
+400
+25% +$44.3K 0.02% 145
2025
Q4 		$178K Sell
1,622
-925
-36% -$103K 0.01% 155
2025
Q3 		$283K Buy
2,547
+823
+48% +$90.9K 0.02% 132
2025
Q2 		$190K Buy
1,724
+1,449
+527% +$158K 0.01% 143
2025
Q1 		$30.6K Buy
+275
New +$29.9K ﹤0.01% 306

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

Avalon Trust's TIP Position: Q1 2026 in Review

Avalon Trust increased its iShares TIPS Bond ETF (TIP) stake by 25% in Q1 2026, buying an estimated $44.3K and bringing the position to 2,022 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #145.

Avalon Trust first reported a position in TIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $283K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Avalon Trust held 2,022 shares of iShares TIPS Bond ETF worth $223K as of Q1 2026.
  • Avalon Trust bought 400 iShares TIPS Bond ETF shares in Q1 2026, an estimated $44.3K.
  • iShares TIPS Bond ETF made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #145 holding.
  • Avalon Trust first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Avalon Trust's iShares TIPS Bond ETF position peaked at $283K in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.