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 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 $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Shayne & Jacobs LLC's TIP Position: Q2 2026 in Review

Shayne & Jacobs LLC reduced its iShares TIPS Bond ETF (TIP) stake by 2.3% in Q2 2026, selling an estimated $22.1K and leaving 8,640 shares worth $945K. The position accounts for 0.28% of the portfolio, ranked #54.

Shayne & Jacobs LLC first reported a position in TIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2023. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Shayne & Jacobs LLC held 8,640 shares of iShares TIPS Bond ETF worth $945K as of Q2 2026.
Shayne & Jacobs LLC sold 200 iShares TIPS Bond ETF shares in Q2 2026, an estimated $22.1K.
iShares TIPS Bond ETF made up 0.28% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #54 holding.
Shayne & Jacobs LLC first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
Shayne & Jacobs LLC's iShares TIPS Bond ETF position peaked at $1.01M in Q4 2023.
475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.