CTA
TIP icon

Colonial Trust Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Colonial Trust Advisors’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 		$5.54K Sell
51
-117
-70% -$12.9K ﹤0.01% 656
2026
Q1 		$18.5K Hold
168
– – ﹤0.01% 456
2025
Q4 		$18.4K Buy
168
+118
+236% +$13.1K ﹤0.01% 450
2025
Q3 		$5.56K Hold
50
– – ﹤0.01% 562
2025
Q2 		$5.5K Hold
50
– – ﹤0.01% 579
2025
Q1 		$5.55K Hold
50
– – ﹤0.01% 559
2024
Q4 		$5.33K Hold
50
– – ﹤0.01% 556
2024
Q3 		$5.52K Hold
50
– – ﹤0.01% 612
2024
Q2 		$5.34K Hold
50
– – ﹤0.01% 603
2024
Q1 		$5.37K Sell
50
-13
-21% -$1.39K ﹤0.01% 684
2023
Q4 		$6.77K Buy
63
+13
+26% +$1.36K ﹤0.01% 562
2023
Q3 		$5.19K Hold
50
– – ﹤0.01% 601
2023
Q2 		$5.38K Hold
50
– – ﹤0.01% 617
2023
Q1 		$5.51K Hold
50
– – ﹤0.01% 606
2022
Q4 		$5.32K Buy
+50
New +$5.34K ﹤0.01% 605

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

Colonial Trust Advisors's TIP Position: Q2 2026 in Review

Colonial Trust Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 70% in Q2 2026, selling an estimated $12.9K and leaving 51 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Colonial Trust Advisors first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.5K in Q1 2026. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Colonial Trust Advisors held 51 shares of iShares TIPS Bond ETF worth $5.54K as of Q2 2026.
  • Colonial Trust Advisors sold 117 iShares TIPS Bond ETF shares in Q2 2026, an estimated $12.9K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #656 holding.
  • Colonial Trust Advisors first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's iShares TIPS Bond ETF position peaked at $18.5K in Q1 2026.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.