TF
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Tompkins Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Tompkins Financial’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 		$14K Hold
128
– – ﹤0.01% 428
2026
Q1 		$14.1K Hold
128
– – ﹤0.01% 424
2025
Q4 		$14.1K Hold
128
– – ﹤0.01% 413
2025
Q3 		$14.2K Hold
128
– – ﹤0.01% 419
2025
Q2 		$14.1K Hold
128
– – ﹤0.01% 416
2025
Q1 		$14.2K Hold
128
– – ﹤0.01% 424
2024
Q4 		$13.6K Hold
128
– – ﹤0.01% 414
2024
Q3 		$14.1K Hold
128
– – ﹤0.01% 448
2024
Q2 		$13.7K Hold
128
– – ﹤0.01% 464
2024
Q1 		$13.7K Hold
128
– – ﹤0.01% 472
2023
Q4 		$13.8K Hold
128
– – ﹤0.01% 463
2023
Q3 		$13.3K Hold
128
– – ﹤0.01% 445
2023
Q2 		$13.8K Hold
128
– – ﹤0.01% 447
2023
Q1 		$14.1K Hold
128
– – ﹤0.01% 456
2022
Q4 		$14K Hold
128
– – ﹤0.01% 451
2022
Q3 		$13K Hold
128
– – ﹤0.01% 458
2022
Q2 		$15K Sell
128
-178
-58% -$21.1K ﹤0.01% 435
2022
Q1 		$38K Buy
+306
New +$38.5K 0.01% 375
2020
Q2 		– Sell
-131
Closed -$15K – 422
2020
Q1 		$15K Buy
+131
New +$15.4K ﹤0.01% 300
2018
Q4 		– Sell
-11
Closed -$1K – 424
2018
Q3 		$1K Hold
11
– – ﹤0.01% 414
2018
Q2 		$1K Hold
11
– – ﹤0.01% 414
2018
Q1 		$1K Hold
11
– – ﹤0.01% 411
2017
Q4 		$1K Buy
+11
New +$1.25K ﹤0.01% 377
2014
Q1 		– Sell
-650
Closed -$71K – 542
2013
Q4 		$71K Hold
650
– – 0.02% 218
2013
Q3 		$73K Sell
650
-3,100
-83% -$346K 0.02% 201
2013
Q2 		$420K Buy
+3,750
New +$444K 0.13% 117

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tompkins Financial's TIP Position: Q2 2026 in Review

Tompkins Financial held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 128 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Tompkins Financial first reported a position in TIP in Q2 2013 and has held it in 26 quarters since. The position peaked at $420K in Q2 2013. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Tompkins Financial held 128 shares of iShares TIPS Bond ETF worth $14K as of Q2 2026.
  • Tompkins Financial left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #428 holding.
  • Tompkins Financial first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • Tompkins Financial's iShares TIPS Bond ETF position peaked at $420K in Q2 2013.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.