Tilia Fiduciary Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Tilia Fiduciary Partners’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	$502K	Sell	4,551 -260	-5%	-$28.8K	0.28%	77
2025 Q4	$529K	Sell	4,811 -311	-6%	-$34.5K	0.29%	73
2025 Q3	$570K	Sell	5,122 -501	-9%	-$55.3K	0.33%	69
2025 Q2	$619K	Sell	5,623 -574	-9%	-$62.6K	0.38%	71
2025 Q1	$688K	Sell	6,197 -223	-3%	-$24.2K	0.46%	65
2024 Q4	$684K	Sell	6,420 -256	-4%	-$27.7K	0.47%	61
2024 Q3	$737K	Sell	6,676 -240	-3%	-$26.1K	0.51%	56
2024 Q2	$739K	Sell	6,916 -968	-12%	-$103K	0.58%	55
2024 Q1	$847K	Sell	7,884 -3,606	-31%	-$385K	0.69%	51
2023 Q4	$1.24M	Sell	11,490 -8,588	-43%	-$898K	1.15%	37
2023 Q3	$2.08M	Sell	20,078 -2,899	-13%	-$307K	2.17%	6
2023 Q2	$2.47M	Sell	22,977 -2,473	-10%	-$269K	2.21%	4
2023 Q1	$2.81M	Sell	25,450 -2,754	-10%	-$298K	2.67%	3
2022 Q4	$3M	Sell	28,204 -3,697	-12%	-$395K	2.89%	3
2022 Q3	$3.37M	Sell	31,901 -4,882	-13%	-$553K	3.4%	3
2022 Q2	$4.18M	Sell	36,783 -1,474	-4%	-$175K	3.99%	2
2022 Q1	$4.77M	Sell	38,257 -13	-0%	-$1.64K	4.04%	2
2021 Q4	$4.95M	Buy	+38,270	New	+$4.93M	3.97%	1

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

Tilia Fiduciary Partners's TIP Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its iShares TIPS Bond ETF (TIP) stake by 5.4% in Q1 2026, selling an estimated $28.8K and leaving 4,551 shares worth $502K. The position accounts for 0.28% of the portfolio, ranked #77.

Tilia Fiduciary Partners first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.95M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Tilia Fiduciary Partners held 4,551 shares of iShares TIPS Bond ETF worth $502K as of Q1 2026.
Tilia Fiduciary Partners sold 260 iShares TIPS Bond ETF shares in Q1 2026, an estimated $28.8K.
iShares TIPS Bond ETF made up 0.28% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #77 holding.
Tilia Fiduciary Partners first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
Tilia Fiduciary Partners's iShares TIPS Bond ETF position peaked at $4.95M in Q4 2021.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.