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
Q3 		$13.3K Hold
128
– – ﹤0.01% 445
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Tompkins Financial's TIP Position: Q3 2026 in Review

Tompkins Financial held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 128 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Tompkins Financial first reported a position in TIP in Q2 2013 and has held it in 27 quarters since. The position peaked at $420K in Q2 2013. 12 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Tompkins Financial held 128 shares of iShares TIPS Bond ETF worth $13.3K as of Q3 2026.
  • Tompkins Financial left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #445 holding.
  • Tompkins Financial first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • Tompkins Financial's iShares TIPS Bond ETF position peaked at $420K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.