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Compagnie Lombard Odier SCmA’s iShares TIPS Bond ETF TIP Stock Holding History

Compagnie Lombard Odier SCmA’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 		$791K Sell
7,230
-3,760
-34% -$416K 0.01% 192
2026
Q1 		$1.21M Hold
10,990
– – 0.01% 148
2025
Q4 		$1.21M Hold
10,990
– – 0.01% 145
2025
Q3 		$1.22M Hold
10,990
– – 0.01% 140
2025
Q2 		$1.21M Hold
10,990
– – 0.02% 139
2025
Q1 		$1.22M Buy
10,990
+340
+3% +$36.9K 0.02% 152
2024
Q4 		$1.13M Buy
+10,650
New +$1.15M 0.02% 141
2023
Q3 		– Sell
-157
Closed -$16.9K – 624
2023
Q2 		$16.9K Hold
157
– – ﹤0.01% 484
2023
Q1 		$17.3K Hold
157
– – ﹤0.01% 526
2022
Q4 		$17K Buy
+157
New +$16.8K ﹤0.01% 578
2022
Q3 		– Sell
-400
Closed -$46K – 688
2022
Q2 		$46K Buy
+400
New +$47.4K ﹤0.01% 445
2019
Q2 		– Sell
-55
Closed -$6K – 595
2019
Q1 		$6K Hold
55
– – ﹤0.01% 523
2018
Q4 		$6K Buy
+55
New +$6K ﹤0.01% 504
2017
Q4 		– Sell
-71,420
Closed -$8.11M – 706
2017
Q3 		$8.11M Sell
71,420
-17,280
-19% -$1.97M 0.29% 68
2017
Q2 		$10.1M Sell
88,700
-17,100
-16% -$1.95M 0.35% 66
2017
Q1 		$12.1M Hold
105,800
– – 0.41% 60
2016
Q4 		$12M Hold
105,800
– – 0.35% 64
2016
Q3 		$12.3M Sell
105,800
-180
-0.2% -$20.9K 0.36% 62
2016
Q2 		$12.4M Buy
105,980
+94,000
+785% +$10.8M 0.36% 64
2016
Q1 		$1.37M Buy
11,980
+11,800
+6,556% +$1.32M 0.04% 216
2015
Q4 		$20K Sell
180
-215
-54% -$23.8K ﹤0.01% 802
2015
Q3 		$44K Buy
395
+180
+84% +$20.1K ﹤0.01% 627
2015
Q2 		$24K Hold
215
– – ﹤0.01% 700
2015
Q1 		$24K Hold
215
– – ﹤0.01% 845
2014
Q4 		$24K Hold
215
– – ﹤0.01% 684
2014
Q3 		$24K Hold
215
– – ﹤0.01% 783
2014
Q2 		$25K Sell
215
-175
-45% -$19.9K ﹤0.01% 799
2014
Q1 		$44K Hold
390
– – ﹤0.01% 736
2013
Q4 		$43K Buy
+390
New +$43.5K ﹤0.01% 723

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

Compagnie Lombard Odier SCmA's TIP Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA reduced its iShares TIPS Bond ETF (TIP) stake by 34% in Q2 2026, selling an estimated $416K and leaving 7,230 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #192.

Compagnie Lombard Odier SCmA first reported a position in TIP in Q4 2013 and has held it in 29 quarters since. The position peaked at $12.4M in Q2 2016. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Compagnie Lombard Odier SCmA held 7,230 shares of iShares TIPS Bond ETF worth $791K as of Q2 2026.
  • Compagnie Lombard Odier SCmA sold 3,760 iShares TIPS Bond ETF shares in Q2 2026, an estimated $416K.
  • iShares TIPS Bond ETF made up 0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #192 holding.
  • Compagnie Lombard Odier SCmA first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 29 quarters since.
  • Compagnie Lombard Odier SCmA's iShares TIPS Bond ETF position peaked at $12.4M in Q2 2016.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.