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Pinney & Scofield’s iShares TIPS Bond ETF TIP Stock Holding History

Pinney & Scofield’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
Q1 		$96.9K Hold
878
– – 0.05% 79
2025
Q4 		$96.5K Hold
878
– – 0.05% 79
2025
Q3 		$97.7K Hold
878
– – 0.06% 77
2025
Q2 		$96.6K Hold
878
– – 0.07% 76
2025
Q1 		$97.5K Hold
878
– – 0.07% 73
2024
Q4 		$93.6K Buy
+878
New +$95.1K 0.07% 78

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinney & Scofield's TIP Position: Q1 2026 in Review

Pinney & Scofield held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 878 shares worth $96.9K. The position accounts for 0.05% of the portfolio, ranked #79.

Pinney & Scofield first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.7K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Pinney & Scofield held 878 shares of iShares TIPS Bond ETF worth $96.9K as of Q1 2026.
  • Pinney & Scofield left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.05% of Pinney & Scofield's portfolio in Q1 2026, its #79 holding.
  • Pinney & Scofield first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's iShares TIPS Bond ETF position peaked at $97.7K in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.