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Bank of Marin’s iShares TIPS Bond ETF TIP Stock Holding History

Bank of Marin’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 		$1.18M Buy
10,792
+574
+6% +$63.5K 0.82% 37
2026
Q1 		$1.13M Buy
10,218
+476
+5% +$52.7K 0.82% 35
2025
Q4 		$1.07M Sell
9,742
-57
-0.6% -$6.32K 0.74% 43
2025
Q3 		$1.09M Sell
9,799
-162
-2% -$17.9K 0.77% 37
2025
Q2 		$1.1M Sell
9,961
-217
-2% -$23.7K 0.83% 37
2025
Q1 		$1.13M Buy
10,178
+958
+10% +$104K 1.44% 18
2024
Q4 		$982K Buy
9,220
+137
+2% +$14.8K 0.78% 39
2024
Q3 		$1M Buy
9,083
+224
+3% +$24.3K 0.81% 35
2024
Q2 		$946K Buy
8,859
+260
+3% +$27.6K 0.81% 35
2024
Q1 		$924K Sell
8,599
-257
-3% -$27.5K 0.81% 37
2023
Q4 		$952K Sell
8,856
-1,465
-14% -$153K 0.85% 33
2023
Q3 		$1.07M Buy
10,321
+481
+5% +$50.9K 1.04% 27
2023
Q2 		$1.06M Sell
9,840
-16
-0.2% -$1.74K 0.99% 31
2023
Q1 		$1.09M Sell
9,856
-420
-4% -$45.4K 1.04% 27
2022
Q4 		$1.09M Buy
10,276
+579
+6% +$61.8K 1.03% 28
2022
Q3 		$1.02M Sell
9,697
-3
-0% -$340 1% 29
2022
Q2 		$1.1M Buy
9,700
+268
+3% +$31.8K 0.97% 31
2022
Q1 		$1.18M Buy
9,432
+50
+0.5% +$6.29K 0.86% 36
2021
Q4 		$1.21M Sell
9,382
-669
-7% -$86.3K 0.81% 43
2021
Q3 		$1.28M Buy
10,051
+159
+2% +$20.5K 0.94% 31
2021
Q2 		$1.27M Sell
9,892
-118
-1% -$15K 0.93% 32
2021
Q1 		$1.26M Sell
10,010
-396
-4% -$50.1K 0.99% 27
2020
Q4 		$1.33M Buy
10,406
+6,493
+166% +$819K 1.12% 27
2020
Q3 		$947K Sell
3,913
-2,940
-43% -$369K 0.97% 33
2020
Q2 		$843K Buy
6,853
+154
+2% +$18.7K 0.96% 30
2020
Q1 		$790K Buy
6,699
+1,120
+20% +$132K 1.08% 28
2019
Q4 		$651K Buy
+5,579
New +$649K 0.66% 50

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 22.9% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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 Marin's TIP Position: Q2 2026 in Review

Bank of Marin increased its iShares TIPS Bond ETF (TIP) stake by 5.6% in Q2 2026, buying an estimated $63.5K and bringing the position to 10,792 shares worth $1.18M. The position accounts for 0.82% of the portfolio, ranked #37.

Bank of Marin first reported a position in TIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q4 2020. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Bank of Marin held 10,792 shares of iShares TIPS Bond ETF worth $1.18M as of Q2 2026.
  • Bank of Marin bought 574 iShares TIPS Bond ETF shares in Q2 2026, an estimated $63.5K.
  • iShares TIPS Bond ETF made up 0.82% of Bank of Marin's portfolio in Q2 2026, its #37 holding.
  • Bank of Marin first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Bank of Marin's iShares TIPS Bond ETF position peaked at $1.33M in Q4 2020.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.