Tompkins Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tompkins Financial’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-35	Closed	-$3.58K	–	663
2025 Q4	$3.58K	Buy	+35	New	+$3.6K	﹤0.01%	508
2025 Q1	–	Sell	-131	Closed	-$13.2K	–	585
2024 Q4	$13.2K	Hold	131	–	–	﹤0.01%	417
2024 Q3	$13.3K	Hold	131	–	–	﹤0.01%	457
2024 Q2	$13K	Hold	131	–	–	﹤0.01%	469
2024 Q1	$13K	Hold	131	–	–	﹤0.01%	479
2023 Q4	$12.9K	Hold	131	–	–	﹤0.01%	471
2023 Q3	$12.7K	Sell	131 -2	-2%	-$194	﹤0.01%	447
2023 Q2	$13K	Sell	133 -189	-59%	-$18.6K	﹤0.01%	453
2023 Q1	$32K	Hold	322	–	–	0.01%	382
2022 Q4	$31K	Buy	+322	New	+$31.3K	﹤0.01%	382
2022 Q2	–	Sell	-137	Closed	-$14K	–	614
2022 Q1	$14K	Buy	+137	New	+$14.4K	﹤0.01%	471

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tompkins Financial's STIP Position: Q1 2026 in Review

Tompkins Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 35 shares — an estimated $3.58K sold.

Tompkins Financial first reported a position in STIP in Q1 2022 and held it in 11 quarters. The position peaked at $32K in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Tompkins Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Tompkins Financial sold 35 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.58K.
Tompkins Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 11 quarters.
Tompkins Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $32K in Q1 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.