HM Payson & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.9K Hold
100
﹤0.01% 914
2026
Q1
$11K Hold
100
﹤0.01% 902
2025
Q4
$11K Hold
100
﹤0.01% 910
2025
Q3
$11.1K Hold
100
﹤0.01% 893
2025
Q2
$11K Hold
100
﹤0.01% 846
2025
Q1
$11.1K Hold
100
﹤0.01% 852
2024
Q4
$10.7K Hold
100
﹤0.01% 836
2024
Q3
$11K Sell
100
-100
-50% -$10.9K ﹤0.01% 827
2024
Q2
$21.4K Buy
200
+100
+100% +$10.6K ﹤0.01% 747
2024
Q1
$10.7K Hold
100
﹤0.01% 814
2023
Q4
$10.7K Hold
100
﹤0.01% 812
2023
Q3
$10.4K Sell
100
-100
-50% -$10.6K ﹤0.01% 814
2023
Q2
$21.5K Sell
200
-700
-78% -$76.2K ﹤0.01% 713
2023
Q1
$99.2K Hold
900
﹤0.01% 474
2022
Q4
$95.8K Buy
900
+100
+13% +$10.7K ﹤0.01% 469
2022
Q3
$84K Sell
800
-311
-28% -$35.2K ﹤0.01% 494
2022
Q2
$127K Buy
1,111
+45
+4% +$5.34K ﹤0.01% 441
2022
Q1
$133K Buy
1,066
+890
+506% +$112K ﹤0.01% 452
2021
Q4
$23K Hold
176
﹤0.01% 743
2021
Q3
$22K Buy
176
+1
+0.6% +$129 ﹤0.01% 730
2021
Q2
$22K Sell
175
-60
-26% -$7.62K ﹤0.01% 724
2021
Q1
$29K Sell
235
-26,271
-99% -$3.33M ﹤0.01% 697
2020
Q4
$3.38M Buy
26,506
+62
+0.2% +$7.82K 0.09% 124
2020
Q3
$3.35M Sell
26,444
-770
-3% -$96.7K 0.1% 114
2020
Q2
$3.35M Sell
27,214
-854
-3% -$104K 0.11% 106
2020
Q1
$3.31M Sell
28,068
-750
-3% -$88.4K 0.13% 97
2019
Q4
$3.36M Buy
28,818
+153
+0.5% +$17.8K 0.11% 112
2019
Q3
$3.33M Buy
28,665
+423
+1% +$49.1K 0.12% 109
2019
Q2
$3.26M Sell
28,242
-100
-0.4% -$11.4K 0.12% 113
2019
Q1
$3.21M Buy
+28,342
New +$3.14M 0.12% 116
2018
Q4
Sell
-44,815
Closed -$4.96M 303
2018
Q3
$4.96M Sell
44,815
-2,632
-6% -$294K 0.22% 85
2018
Q2
$5.36M Buy
47,447
+92
+0.2% +$10.3K 0.23% 82
2018
Q1
$5.35M Buy
47,355
+140
+0.3% +$15.8K 0.22% 87
2017
Q4
$5.39M Buy
47,215
+10,848
+30% +$1.23M 0.22% 93
2017
Q3
$4.13M Sell
36,367
-965
-3% -$110K 0.18% 99
2017
Q2
$4.24M Sell
37,332
-207
-0.6% -$23.7K 0.19% 94
2017
Q1
$4.3M Sell
37,539
-2,465
-6% -$281K 0.2% 94
2016
Q4
$4.53M Sell
40,004
-200
-0.5% -$22.8K 0.22% 91
2016
Q3
$4.68M Sell
40,204
-1,908
-5% -$221K 0.23% 88
2016
Q2
$4.91M Sell
42,112
-1,150
-3% -$132K 0.25% 83
2016
Q1
$4.96M Buy
43,262
+3,720
+9% +$416K 0.26% 83
2015
Q4
$4.34M Buy
39,542
+1,605
+4% +$177K 0.22% 95
2015
Q3
$4.2M Buy
37,937
+2,141
+6% +$239K 0.23% 95
2015
Q2
$4.01M Buy
35,796
+1,267
+4% +$143K 0.2% 100
2015
Q1
$3.92M Buy
34,529
+2,524
+8% +$286K 0.2% 102
2014
Q4
$3.58M Sell
32,005
-353
-1% -$39.9K 0.18% 107
2014
Q3
$3.63M Buy
32,358
+180
+0.6% +$20.6K 0.19% 103
2014
Q2
$3.71M Sell
32,178
-842
-3% -$95.9K 0.19% 101
2014
Q1
$3.7M Sell
33,020
-349
-1% -$39K 0.2% 103
2013
Q4
$3.67M Sell
33,369
-2,378
-7% -$265K 0.2% 102
2013
Q3
$4.02M Sell
35,747
-1,619
-4% -$181K 0.23% 93
2013
Q2
$4.18M Buy
+37,366
New +$4.42M 0.25% 88

Other funds holding TIP

HM Payson & Co's TIP Position: Q2 2026 in Review

HM Payson & Co held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 100 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

HM Payson & Co first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.39M in Q4 2017. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • HM Payson & Co held 100 shares of iShares TIPS Bond ETF worth $10.9K as of Q2 2026.
  • HM Payson & Co left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #914 holding.
  • HM Payson & Co first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • HM Payson & Co's iShares TIPS Bond ETF position peaked at $5.39M in Q4 2017.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.