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

Hoese & Co’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 Q3	–	Sell	-18	Closed	-$1.97K	–	183
2026 Q2	$1.97K	Buy	+18	New	+$1.99K	﹤0.01%	176

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hoese & Co's TIP Position: Q3 2026 in Review

Hoese & Co sold out of iShares TIPS Bond ETF (TIP) in Q3 2026, closing a stake of 18 shares — an estimated $1.97K sold.

Hoese & Co first reported a position in TIP in Q2 2026 and held it in 1 quarter. The position peaked at $1.97K in Q2 2026. 592 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Hoese & Co reported no remaining iShares TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
Hoese & Co sold 18 iShares TIPS Bond ETF shares in Q3 2026, an estimated $1.97K.
Hoese & Co first reported a position in iShares TIPS Bond ETF in Q2 2026 and held it in 1 quarter.
Hoese & Co's iShares TIPS Bond ETF position peaked at $1.97K in Q2 2026.
592 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.