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Hickory Point Bank & Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Hickory Point Bank & 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
Q2 		$298K Hold
2,721
– – 0.18% 106
2026
Q1 		$300K Buy
2,721
+56
+2% +$6.2K 0.2% 103
2025
Q4 		$293K Hold
2,665
– – 0.21% 106
2025
Q3 		$296K Hold
2,665
– – 0.22% 104
2025
Q2 		$293K Hold
2,665
– – 0.24% 99
2025
Q1 		$296K Sell
2,665
-1,017
-28% -$110K 0.26% 94
2024
Q4 		$392K Buy
+3,682
New +$399K 0.35% 73

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Hickory Point Bank & Trust's TIP Position: Q2 2026 in Review

Hickory Point Bank & Trust held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,721 shares worth $298K. The position accounts for 0.18% of the portfolio, ranked #106.

Hickory Point Bank & Trust first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q4 2024. 244 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Hickory Point Bank & Trust held 2,721 shares of iShares TIPS Bond ETF worth $298K as of Q2 2026.
  • Hickory Point Bank & Trust left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.18% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #106 holding.
  • Hickory Point Bank & Trust first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Hickory Point Bank & Trust's iShares TIPS Bond ETF position peaked at $392K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.