Midwest Trust
TIP icon

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

Midwest 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
Q3 		$305K Sell
2,934
-227
-7% -$24.3K ﹤0.01% 533
2026
Q2 		$346K Sell
3,161
-63
-2% -$6.96K ﹤0.01% 509
2026
Q1 		$356K Buy
3,224
+677
+27% +$74.9K ﹤0.01% 485
2025
Q4 		$280K Sell
2,547
-222
-8% -$24.6K ﹤0.01% 524
2025
Q3 		$308K Sell
2,769
-253
-8% -$28K ﹤0.01% 501
2025
Q2 		$333K Buy
+3,022
New +$330K ﹤0.01% 500

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Midwest Trust's TIP Position: Q3 2026 in Review

Midwest Trust reduced its iShares TIPS Bond ETF (TIP) stake by 7.2% in Q3 2026, selling an estimated $24.3K and leaving 2,934 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Midwest Trust first reported a position in TIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $356K in Q1 2026. 532 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Midwest Trust held 2,934 shares of iShares TIPS Bond ETF worth $305K as of Q3 2026.
  • Midwest Trust sold 227 iShares TIPS Bond ETF shares in Q3 2026, an estimated $24.3K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #533 holding.
  • Midwest Trust first reported a position in iShares TIPS Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares TIPS Bond ETF position peaked at $356K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.