CCB
TIP icon

Country Club Bank’s iShares TIPS Bond ETF TIP Stock Holding History

Country Club Bank’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
2025
Q3 		$337K Buy
3,026
+84
+3% +$9.28K 0.02% 290
2025
Q2 		$323K Hold
2,942
– – 0.02% 291
2025
Q1 		$326K Buy
2,942
+118
+4% +$12.8K 0.02% 285
2024
Q4 		$301K Sell
2,824
-695
-20% -$75.2K 0.02% 288
2024
Q3 		$389K Buy
3,519
+5
+0.1% +$543 0.03% 269
2024
Q2 		$376K Sell
3,514
-158
-4% -$16.8K 0.03% 267
2024
Q1 		$394K Sell
3,672
-310
-8% -$33.1K 0.03% 262
2023
Q4 		$429K Sell
3,982
-509
-11% -$53.2K 0.03% 251
2023
Q3 		$467K Buy
4,491
+35
+0.8% +$3.7K 0.04% 237
2023
Q2 		$477K Sell
4,456
-126
-3% -$13.7K 0.04% 232
2023
Q1 		$503K Sell
4,582
-4,433
-49% -$480K 0.04% 227
2022
Q4 		$960K Sell
9,015
-20,529
-69% -$2.19M 0.08% 174
2022
Q3 		$3.12M Sell
29,544
-4,361
-13% -$494K 0.3% 92
2022
Q2 		$3.87M Sell
33,905
-5,032
-13% -$597K 0.36% 82
2022
Q1 		$4.87M Buy
+38,937
New +$4.9M 0.42% 70

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Country Club Bank's TIP Position: Q3 2025 in Review

Country Club Bank increased its iShares TIPS Bond ETF (TIP) stake by 2.9% in Q3 2025, buying an estimated $9.28K and bringing the position to 3,026 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #290.

Country Club Bank first reported a position in TIP in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.87M in Q1 2022. 962 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Country Club Bank held 3,026 shares of iShares TIPS Bond ETF worth $337K as of Q3 2025.
  • Country Club Bank bought 84 iShares TIPS Bond ETF shares in Q3 2025, an estimated $9.28K.
  • iShares TIPS Bond ETF made up 0.02% of Country Club Bank's portfolio in Q3 2025, its #290 holding.
  • Country Club Bank first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's iShares TIPS Bond ETF position peaked at $4.87M in Q1 2022.
  • 962 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.