PS
TIP icon

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
Q2 		$60.5K Sell
553
-325
-37% -$35.9K 0.03% 105
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinney & Scofield's TIP Position: Q2 2026 in Review

Pinney & Scofield reduced its iShares TIPS Bond ETF (TIP) stake by 37% in Q2 2026, selling an estimated $35.9K and leaving 553 shares worth $60.5K. The position accounts for 0.03% of the portfolio, ranked #105.

Pinney & Scofield first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.7K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Pinney & Scofield held 553 shares of iShares TIPS Bond ETF worth $60.5K as of Q2 2026.
  • Pinney & Scofield sold 325 iShares TIPS Bond ETF shares in Q2 2026, an estimated $35.9K.
  • iShares TIPS Bond ETF made up 0.03% of Pinney & Scofield's portfolio in Q2 2026, its #105 holding.
  • Pinney & Scofield first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's iShares TIPS Bond ETF position peaked at $97.7K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.