RS Crum Inc’s iShares TIPS Bond ETF TIP Stock Holding History

RS Crum Inc’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	$342K	Hold	3,097	–	–	0.07%	80
2025 Q4	$340K	Buy	3,097 +29	+0.9%	+$3.22K	0.07%	79
2025 Q3	$341K	Buy	3,068 +26	+0.9%	+$2.87K	0.08%	74
2025 Q2	$335K	Buy	3,042 +37	+1%	+$4.04K	0.08%	74
2025 Q1	$334K	Hold	3,005	–	–	0.09%	75
2024 Q4	$320K	Sell	3,005 -1,985	-40%	-$215K	0.08%	73
2024 Q3	$551K	Buy	4,990 +28	+0.6%	+$3.04K	0.13%	48
2024 Q2	$530K	Buy	4,962 +63	+1%	+$6.7K	0.14%	48
2024 Q1	$526K	Buy	4,899 +1	+0%	+$107	0.14%	43
2023 Q4	$527K	Buy	4,898 +38	+0.8%	+$3.97K	0.16%	43
2023 Q3	$504K	Buy	4,860 +43	+0.9%	+$4.55K	0.18%	44
2023 Q2	$518K	Buy	4,817 +41	+0.9%	+$4.46K	0.19%	43
2023 Q1	$527K	Hold	4,776	–	–	0.2%	43
2022 Q4	$508K	Buy	4,776 +20	+0.4%	+$2.14K	0.24%	47
2022 Q3	$499K	Buy	4,756 +119	+3%	+$13.5K	0.26%	42
2022 Q2	$528K	Buy	4,637 +110	+2%	+$13K	0.27%	40
2022 Q1	$564K	Buy	4,527 +22	+0.5%	+$2.77K	0.32%	41
2021 Q4	$582K	Buy	+4,505	New	+$581K	0.32%	40

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RS Crum Inc's TIP Position: Q1 2026 in Review

RS Crum Inc held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 3,097 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #80.

RS Crum Inc first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $582K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

RS Crum Inc held 3,097 shares of iShares TIPS Bond ETF worth $342K as of Q1 2026.
RS Crum Inc left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.07% of RS Crum Inc's portfolio in Q1 2026, its #80 holding.
RS Crum Inc first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
RS Crum Inc's iShares TIPS Bond ETF position peaked at $582K in Q4 2021.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.