BTI
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Blue Trust Inc’s iShares TIPS Bond ETF TIP Stock Holding History

Blue Trust Inc’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 		$232K Buy
2,121
+1,035
+95% +$114K ﹤0.01% 742
2026
Q1 		$120K Buy
1,086
+29
+3% +$3.21K ﹤0.01% 947
2025
Q4 		$116K Sell
1,057
-286
-21% -$31.7K ﹤0.01% 980
2025
Q3 		$149K Buy
1,343
+58
+5% +$6.41K ﹤0.01% 916
2025
Q2 		$141K Buy
1,285
+72
+6% +$7.85K ﹤0.01% 899
2025
Q1 		$135K Buy
1,213
+828
+215% +$89.9K ﹤0.01% 866
2024
Q4 		$41K Sell
385
-10,445
-96% -$1.13M ﹤0.01% 1418
2024
Q3 		$1.16M Sell
10,830
-447
-4% -$48.6K 0.02% 244
2024
Q2 		$1.21M Hold
11,277
– – 0.02% 195
2024
Q1 		$1.21M Sell
11,277
-15,991
-59% -$1.71M 0.02% 168
2023
Q4 		$2.83M Buy
27,268
+26,077
+2,190% +$2.73M 0.05% 81
2023
Q3 		$128K Sell
1,191
-383
-24% -$40.5K ﹤0.01% 553
2023
Q2 		$173K Sell
1,574
-22,162
-93% -$2.41M ﹤0.01% 386
2023
Q1 		$2.53M Sell
23,736
-63,884
-73% -$6.91M 0.04% 108
2022
Q4 		$9.19M Sell
87,620
-41,800
-32% -$4.46M 0.16% 48
2022
Q3 		$14.7M Buy
129,420
+43,261
+50% +$4.9M 0.26% 38
2022
Q2 		$10.7M Buy
+86,159
New +$10.2M 0.17% 48

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

Blue Trust Inc's TIP Position: Q2 2026 in Review

Blue Trust Inc increased its iShares TIPS Bond ETF (TIP) stake by 95% in Q2 2026, buying an estimated $114K and bringing the position to 2,121 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Blue Trust Inc first reported a position in TIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.7M in Q3 2022. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Blue Trust Inc held 2,121 shares of iShares TIPS Bond ETF worth $232K as of Q2 2026.
  • Blue Trust Inc bought 1,035 iShares TIPS Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #742 holding.
  • Blue Trust Inc first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares TIPS Bond ETF position peaked at $14.7M in Q3 2022.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.