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Fiduciary Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Fiduciary Trust’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
Q1 		$1.1M Buy
10,000
+2,300
+30% +$255K 0.01% 395
2025
Q4 		$846K Buy
7,700
+1,500
+24% +$166K 0.01% 449
2025
Q3 		$690K Buy
+6,200
New +$685K 0.01% 491
2024
Q1 		– Sell
-2,191
Closed -$236K – 653
2023
Q4 		$236K Hold
2,191
– – ﹤0.01% 575
2023
Q3 		$227K Sell
2,191
-437
-17% -$46.2K ﹤0.01% 572
2023
Q2 		$283K Buy
2,628
+111
+4% +$12.1K 0.01% 546
2023
Q1 		$277K Hold
2,517
– – 0.01% 546
2022
Q4 		$268K Sell
2,517
-840
-25% -$89.7K 0.01% 561
2022
Q3 		$352K Sell
3,357
-531
-14% -$60.1K 0.01% 492
2022
Q2 		$443K Sell
3,888
-2,643
-40% -$313K 0.01% 467
2022
Q1 		$814K Buy
6,531
+344
+6% +$43.3K 0.01% 387
2021
Q4 		$799K Hold
6,187
– – 0.01% 382
2021
Q3 		$790K Buy
6,187
+777
+14% +$100K 0.01% 380
2021
Q2 		$693K Buy
5,410
+3,166
+141% +$402K 0.01% 406
2021
Q1 		$282K Sell
2,244
-935
-29% -$118K 0.01% 541
2020
Q4 		$406K Sell
3,179
-2,225
-41% -$281K 0.01% 459
2020
Q3 		$683K Buy
5,404
+165
+3% +$20.7K 0.02% 348
2020
Q2 		$644K Sell
5,239
-376
-7% -$45.7K 0.02% 346
2020
Q1 		$662K Sell
5,615
-871
-13% -$103K 0.02% 307
2019
Q4 		$756K Hold
6,486
– – 0.02% 324
2019
Q3 		$755K Buy
6,486
+3,290
+103% +$382K 0.02% 313
2019
Q2 		$369K Hold
3,196
– – 0.01% 394
2019
Q1 		$361K Hold
3,196
– – 0.01% 384
2018
Q4 		$350K Hold
3,196
– – 0.01% 364
2018
Q3 		$354K Hold
3,196
– – 0.01% 381
2018
Q2 		$361K Buy
3,196
+160
+5% +$18K 0.01% 370
2018
Q1 		$343K Sell
3,036
-100
-3% -$11.3K 0.01% 364
2017
Q4 		$358K Hold
3,136
– – 0.01% 357
2017
Q3 		$356K Sell
3,136
-4,100
-57% -$467K 0.01% 353
2017
Q2 		$821K Sell
7,236
-3,200
-31% -$366K 0.03% 272
2017
Q1 		$1.2M Sell
10,436
-1,700
-14% -$194K 0.04% 233
2016
Q4 		$1.37M Buy
12,136
+200
+2% +$22.8K 0.04% 221
2016
Q3 		$1.39M Buy
11,936
+200
+2% +$23.2K 0.05% 217
2016
Q2 		$1.37M Sell
11,736
-1,100
-9% -$126K 0.05% 217
2016
Q1 		$1.47M Buy
12,836
+100
+0.8% +$11.2K 0.05% 209
2015
Q4 		$1.4M Hold
12,736
– – 0.06% 189
2015
Q3 		$1.41M Hold
12,736
– – 0.06% 184
2015
Q2 		$1.43M Sell
12,736
-1,000
-7% -$113K 0.06% 182
2015
Q1 		$1.56M Sell
13,736
-150
-1% -$17K 0.06% 177
2014
Q4 		$1.55M Sell
13,886
-400
-3% -$45.2K 0.07% 172
2014
Q3 		$1.6M Hold
14,286
– – 0.07% 160
2014
Q2 		$1.65M Buy
14,286
+2,500
+21% +$285K 0.07% 163
2014
Q1 		$1.32M Sell
11,786
-1,650
-12% -$185K 0.06% 169
2013
Q4 		$1.48M Sell
13,436
-600
-4% -$67K 0.07% 159
2013
Q3 		$1.58M Sell
14,036
-3,900
-22% -$435K 0.07% 157
2013
Q2 		$2.01M Buy
+17,936
New +$2.12M 0.09% 143

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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Trust's TIP Position: Q1 2026 in Review

Fiduciary Trust increased its iShares TIPS Bond ETF (TIP) stake by 30% in Q1 2026, buying an estimated $255K and bringing the position to 10,000 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #395.

Fiduciary Trust first reported a position in TIP in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.01M in Q2 2013. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Fiduciary Trust held 10,000 shares of iShares TIPS Bond ETF worth $1.1M as of Q1 2026.
  • Fiduciary Trust bought 2,300 iShares TIPS Bond ETF shares in Q1 2026, an estimated $255K.
  • iShares TIPS Bond ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #395 holding.
  • Fiduciary Trust first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Fiduciary Trust's iShares TIPS Bond ETF position peaked at $2.01M in Q2 2013.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.