Smith Thornton Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Smith Thornton Advisors’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	$435K	Hold	4,035	–	–	0.19%	96
2026 Q1	$445K	Hold	4,035	–	–	0.22%	89
2025 Q4	$443K	Sell	4,035 -20	-0.5%	-$2.22K	0.23%	92
2025 Q3	$451K	Hold	4,055	–	–	0.24%	87
2025 Q2	$446K	Sell	4,055 -770	-16%	-$84K	0.26%	85
2025 Q1	$536K	Hold	4,825	–	–	0.33%	69
2024 Q4	$514K	Sell	4,825 -2,044	-30%	-$221K	0.32%	77
2024 Q3	$759K	Sell	6,869 -60	-0.9%	-$6.52K	0.5%	62
2024 Q2	$740K	Buy	+6,929	New	+$737K	0.54%	57

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Smith Thornton Advisors's TIP Position: Q2 2026 in Review

Smith Thornton Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 4,035 shares worth $435K. The position accounts for 0.19% of the portfolio, ranked #96.

Smith Thornton Advisors first reported a position in TIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $759K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Smith Thornton Advisors held 4,035 shares of iShares TIPS Bond ETF worth $435K as of Q2 2026.
Smith Thornton Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.19% of Smith Thornton Advisors's portfolio in Q2 2026, its #96 holding.
Smith Thornton Advisors first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's iShares TIPS Bond ETF position peaked at $759K in Q3 2024.
1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.