Trust Company’s iShares TIPS Bond ETF TIP Stock Holding History

Trust Company’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	$4.87K	Buy	+47	New	+$5.03K	﹤0.01%	491
2024 Q2	–	Sell	-170	Closed	-$18.3K	–	351
2024 Q1	$18.3K	Hold	170	–	–	﹤0.01%	256
2023 Q4	$18.3K	Hold	170	–	–	﹤0.01%	246
2023 Q3	$17.6K	Hold	170	–	–	﹤0.01%	245
2023 Q2	$18.3K	Hold	170	–	–	﹤0.01%	243
2023 Q1	$18.7K	Hold	170	–	–	﹤0.01%	235
2022 Q4	$18K	Sell	170 -501	-75%	-$53.5K	﹤0.01%	232
2022 Q3	$70K	Hold	671	–	–	0.02%	164
2022 Q2	$76K	Hold	671	–	–	0.02%	169
2022 Q1	$84K	Hold	671	–	–	0.02%	167
2021 Q4	$87K	Hold	671	–	–	0.02%	147
2021 Q3	$86K	Hold	671	–	–	0.02%	146
2021 Q2	$86K	Hold	671	–	–	0.06%	141
2021 Q1	$84K	Buy	671 +61	+10%	+$7.72K	0.06%	147
2020 Q4	$78K	Hold	610	–	–	0.06%	142
2020 Q3	$77K	Hold	610	–	–	0.06%	147
2020 Q2	$75K	Hold	610	–	–	0.07%	133
2020 Q1	$72K	Sell	610 -97	-14%	-$11.4K	0.08%	127
2019 Q4	$82K	Hold	707	–	–	0.07%	128
2019 Q3	$82K	Sell	707 -36	-5%	-$4.18K	0.08%	124
2019 Q2	$86K	Sell	743 -211	-22%	-$24K	0.08%	120
2019 Q1	$108K	Buy	954 +16	+2%	+$1.77K	0.06%	116
2018 Q4	$103K	Buy	938 +115	+14%	+$12.6K	0.06%	105
2018 Q3	$91K	Sell	823 -500	-38%	-$55.9K	0.04%	124
2018 Q2	$149K	Sell	1,323 -200	-13%	-$22.4K	0.07%	94
2018 Q1	$172K	Hold	1,523	–	–	0.06%	88
2017 Q4	$174K	Sell	1,523 -702	-32%	-$79.8K	0.07%	86
2017 Q3	$253K	Sell	2,225 -1,696	-43%	-$193K	0.14%	57
2017 Q2	$445K	Sell	3,921 -1,026	-21%	-$117K	0.21%	58
2017 Q1	$567K	Sell	4,947 -73	-1%	-$8.32K	0.26%	62
2016 Q4	$568K	Buy	5,020 +1,556	+45%	+$178K	0.29%	60
2016 Q3	$404K	Buy	3,464 +1,033	+42%	+$120K	0.18%	90
2016 Q2	$284K	Sell	2,431 -856	-26%	-$98.3K	0.11%	90
2016 Q1	$377K	Buy	3,287 +823	+33%	+$91.9K	0.17%	82
2015 Q4	$270K	Sell	2,464 -36	-1%	-$3.98K	0.13%	83
2015 Q3	$277K	Sell	2,500 -2,872	-53%	-$320K	0.16%	77
2015 Q2	$602K	Sell	5,372 -3,278	-38%	-$371K	0.38%	73
2015 Q1	$983K	Buy	+8,650	New	+$981K	0.62%	65

Other funds holding TIP

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Trust Company's TIP Position: Q3 2026 in Review

Trust Company opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 47 shares worth $4.87K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Trust Company previously reported a position in TIP as recently as Q1 2024.

Trust Company first reported a position in TIP in Q1 2015 and has held it in 38 quarters since. The position peaked at $983K in Q1 2015. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Trust Company held 47 shares of iShares TIPS Bond ETF worth $4.87K as of Q3 2026.
iShares TIPS Bond ETF was a new Trust Company position in Q3 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #491 holding.
Trust Company first reported a position in iShares TIPS Bond ETF in Q1 2015 and has held it in 38 quarters since.
Trust Company's iShares TIPS Bond ETF position peaked at $983K in Q1 2015.
58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.