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 Q3	$371K	Sell	3,570 -465	-12%	-$49.7K	0.16%	103
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Smith Thornton Advisors's TIP Position: Q3 2026 in Review

Smith Thornton Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 12% in Q3 2026, selling an estimated $49.7K and leaving 3,570 shares worth $371K. The position accounts for 0.16% of the portfolio, ranked #103.

Smith Thornton Advisors first reported a position in TIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $759K in Q3 2024. 677 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Smith Thornton Advisors held 3,570 shares of iShares TIPS Bond ETF worth $371K as of Q3 2026.
Smith Thornton Advisors sold 465 iShares TIPS Bond ETF shares in Q3 2026, an estimated $49.7K.
iShares TIPS Bond ETF made up 0.16% of Smith Thornton Advisors's portfolio in Q3 2026, its #103 holding.
Smith Thornton Advisors first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 10 quarters since.
Smith Thornton Advisors's iShares TIPS Bond ETF position peaked at $759K in Q3 2024.
677 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.