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Bank of Jackson Hole Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Bank of Jackson Hole 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
Q2 		– Sell
-717
Closed -$79.1K – 415
2026
Q1 		$79.1K Hold
717
– – 0.04% 205
2025
Q4 		$78.8K Sell
717
-126
-15% -$14K 0.04% 203
2025
Q3 		$93.8K Sell
843
-49
-5% -$5.41K 0.05% 185
2025
Q2 		$98.2K Sell
892
-190
-18% -$20.7K 0.06% 173
2025
Q1 		$119K Hold
1,082
– – 0.08% 154
2024
Q4 		$115K Buy
+1,082
New +$117K 0.08% 156

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

Bank of Jackson Hole Trust's TIP Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 717 shares — an estimated $79.1K sold.

Bank of Jackson Hole Trust first reported a position in TIP in Q4 2024 and held it in 6 quarters. The position peaked at $119K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 717 iShares TIPS Bond ETF shares in Q2 2026, an estimated $79.1K.
  • Bank of Jackson Hole Trust first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's iShares TIPS Bond ETF position peaked at $119K in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.