Shayne & Jacobs LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Shayne & Jacobs LLC’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	$899K	Hold	8,640	–	–	0.27%	55
2026 Q2	$945K	Sell	8,640 -200	-2%	-$22.1K	0.28%	54
2026 Q1	$976K	Sell	8,840 -40	-0.5%	-$4.43K	0.3%	47
2025 Q4	$976K	Hold	8,880	–	–	0.3%	47
2025 Q3	$988K	Hold	8,880	–	–	0.31%	47
2025 Q2	$977K	Hold	8,880	–	–	0.32%	47
2025 Q1	$986K	Sell	8,880 -230	-3%	-$25K	0.24%	47
2024 Q4	$971K	Sell	9,110 -50	-0.5%	-$5.41K	0.25%	47
2024 Q3	$1.01M	Hold	9,160	–	–	0.25%	46
2024 Q2	$978K	Sell	9,160 -200	-2%	-$21.3K	0.27%	46
2024 Q1	$1.01M	Sell	9,360 -80	-0.8%	-$8.55K	0.27%	44
2023 Q4	$1.01M	Hold	9,440	–	–	0.32%	43
2023 Q3	$979K	Buy	+9,440	New	+$999K	0.33%	43

Other funds holding TIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Shayne & Jacobs LLC's TIP Position: Q3 2026 in Review

Shayne & Jacobs LLC held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 8,640 shares worth $899K. The position accounts for 0.27% of the portfolio, ranked #55.

Shayne & Jacobs LLC first reported a position in TIP in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2023. 451 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Shayne & Jacobs LLC held 8,640 shares of iShares TIPS Bond ETF worth $899K as of Q3 2026.
Shayne & Jacobs LLC left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
iShares TIPS Bond ETF made up 0.27% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #55 holding.
Shayne & Jacobs LLC first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 13 quarters since.
Shayne & Jacobs LLC's iShares TIPS Bond ETF position peaked at $1.01M in Q4 2023.
451 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.