Farmers & Merchants Trust Co of Chambersburg PA’s iShares TIPS Bond ETF TIP Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2024 Q2	–	Sell	-21	Closed	-$2K	–	435
2024 Q1	$2K	Hold	21	–	–	﹤0.01%	400
2023 Q4	$2K	Hold	21	–	–	﹤0.01%	416
2023 Q3	$2K	Hold	21	–	–	﹤0.01%	362
2023 Q2	$2K	Hold	21	–	–	﹤0.01%	376
2023 Q1	$2K	Hold	21	–	–	﹤0.01%	349
2022 Q4	$2K	Hold	21	–	–	﹤0.01%	342
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	310
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	343
2022 Q1	$3K	Hold	21	–	–	﹤0.01%	296
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	323
2021 Q3	$3K	Sell	21 -97	-82%	-$12.5K	﹤0.01%	306
2021 Q2	$15K	Hold	118	–	–	0.01%	256
2021 Q1	$15K	Buy	118 +97	+462%	+$12.3K	0.01%	226
2020 Q4	$3K	Hold	21	–	–	﹤0.01%	266
2020 Q3	$3K	Hold	21	–	–	﹤0.01%	257
2020 Q2	$3K	Hold	21	–	–	﹤0.01%	275
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	273
2019 Q4	$2K	Hold	21	–	–	﹤0.01%	304
2019 Q3	$2K	Hold	21	–	–	﹤0.01%	311
2019 Q2	$2K	Hold	21	–	–	﹤0.01%	299
2019 Q1	$2K	Hold	21	–	–	﹤0.01%	302
2018 Q4	$2K	Hold	21	–	–	﹤0.01%	259
2018 Q3	$2K	Sell	21 -380	-95%	-$42.4K	﹤0.01%	265
2018 Q2	$45K	Buy	401 +365	+1,014%	+$41K	0.04%	173
2018 Q1	$4.07K	Hold	36	–	–	﹤0.01%	255
2017 Q4	$4.11K	Hold	36	–	–	﹤0.01%	260
2017 Q3	$4.09K	Hold	36	–	–	﹤0.01%	263
2017 Q2	$4.08K	Hold	36	–	–	﹤0.01%	271
2017 Q1	$4.13K	Hold	36	–	–	﹤0.01%	272
2016 Q4	$4.07K	Buy	+36	New	+$4.11K	﹤0.01%	268

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's TIP Position: Q2 2024 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of iShares TIPS Bond ETF (TIP) in Q2 2024, closing a stake of 21 shares — an estimated $2K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in TIP in Q4 2016 and held it in 30 quarters. The position peaked at $45K in Q2 2018. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2024.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining iShares TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 21 iShares TIPS Bond ETF shares in Q2 2024, an estimated $2K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 30 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's iShares TIPS Bond ETF position peaked at $45K in Q2 2018.
1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2024.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2024, filed 23 Jul 2024.