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Old Point Trust & Financial Services N A’s iShares TIPS Bond ETF TIP Stock Holding History

Old Point Trust & Financial Services N A’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
2025
Q3 		– Sell
-18
Closed -$1.98K – 325
2025
Q2 		$1.98K Hold
18
– – ﹤0.01% 314
2025
Q1 		$2K Hold
18
– – ﹤0.01% 335
2024
Q4 		$1.92K Buy
+18
New +$1.95K ﹤0.01% 325

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Old Point Trust & Financial Services N A's TIP Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 18 shares — an estimated $1.98K sold.

Old Point Trust & Financial Services N A first reported a position in TIP in Q4 2024 and held it in 3 quarters. The position peaked at $2K in Q1 2025. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 18 iShares TIPS Bond ETF shares in Q3 2025, an estimated $1.98K.
  • Old Point Trust & Financial Services N A first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 3 quarters.
  • Old Point Trust & Financial Services N A's iShares TIPS Bond ETF position peaked at $2K in Q1 2025.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.