Trustmark National Bank Trust Department’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Trustmark National Bank Trust Department’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	$216K	Hold	2,085	–	–	0.01%	262
2025 Q4	$213K	Hold	2,085	–	–	0.01%	269
2025 Q3	$216K	Hold	2,085	–	–	0.01%	271
2025 Q2	$215K	Hold	2,085	–	–	0.01%	268
2025 Q1	$216K	Sell	2,085 -1,230	-37%	-$125K	0.02%	280
2024 Q4	$333K	Sell	3,315 -34	-1%	-$3.43K	0.02%	237
2024 Q3	$339K	Sell	3,349 -668	-17%	-$66.9K	0.03%	238
2024 Q2	$400K	Sell	4,017 -1,175	-23%	-$117K	0.03%	217
2024 Q1	$516K	Sell	5,192 -841	-14%	-$83.1K	0.04%	203
2023 Q4	$595K	Hold	6,033	–	–	0.05%	176
2023 Q3	$585K	Sell	6,033 -1,252	-17%	-$122K	0.06%	172
2023 Q2	$711K	Sell	7,285 -8,271	-53%	-$814K	0.07%	164
2023 Q1	$1.54M	Sell	15,556 -11,431	-42%	-$1.12M	0.14%	113
2022 Q4	$2.62M	Sell	26,987 -677	-2%	-$65.8K	0.24%	81
2022 Q3	$2.66M	Sell	27,664 -1,691	-6%	-$169K	0.26%	75
2022 Q2	$2.98M	Sell	29,355 -66,099	-69%	-$6.82M	0.27%	74
2022 Q1	$10M	Buy	95,454 +6,182	+7%	+$651K	0.8%	29
2021 Q4	$9.45M	Buy	89,272 +8,131	+10%	+$862K	0.72%	33
2021 Q3	$8.57M	Buy	81,141 +4,253	+6%	+$451K	0.69%	36
2021 Q2	$8.17M	Buy	76,888 +16,986	+28%	+$1.8M	0.65%	39
2021 Q1	$6.33M	Buy	59,902 +44,022	+277%	+$4.63M	0.53%	49
2020 Q4	$1.66M	Buy	15,880 +3,570	+29%	+$370K	0.15%	101
2020 Q3	$1.28M	Buy	12,310 +3,596	+41%	+$372K	0.13%	109
2020 Q2	$892K	Buy	8,714 +1,651	+23%	+$168K	0.09%	127
2020 Q1	$706K	Sell	7,063 -19,118	-73%	-$1.92M	0.08%	130
2019 Q4	$2.64M	Buy	26,181 +3,861	+17%	+$387K	0.25%	80
2019 Q3	$2.24M	Buy	22,320 +19,620	+727%	+$1.97M	0.22%	91
2019 Q2	$272K	Sell	2,700 -6,468	-71%	-$647K	0.03%	206
2019 Q1	$914K	Sell	9,168 -22,290	-71%	-$2.2M	0.09%	118
2018 Q4	$3.08M	Buy	31,458 +1,942	+7%	+$191K	0.35%	62
2018 Q3	$2.92M	Buy	29,516 +502	+2%	+$49.7K	0.29%	74
2018 Q2	$2.89M	Buy	29,014 +2,119	+8%	+$211K	0.34%	73
2018 Q1	$2.69M	Buy	26,895 +21,690	+417%	+$2.16M	0.29%	76
2017 Q4	$520K	Hold	5,205	–	–	0.06%	181
2017 Q3	$522K	Sell	5,205 -474	-8%	-$47.6K	0.06%	168
2017 Q2	$570K	Sell	5,679 -11,127	-66%	-$1.12M	0.07%	169
2017 Q1	$1.71M	Buy	+16,806	New	+$1.7M	0.21%	95

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 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 26.23% 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

Trustmark National Bank Trust Department's STIP Position: Q1 2026 in Review

Trustmark National Bank Trust Department held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 2,085 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #262.

Trustmark National Bank Trust Department first reported a position in STIP in Q1 2017 and has held it in 37 quarters since. The position peaked at $10M in Q1 2022. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Trustmark National Bank Trust Department held 2,085 shares of iShares 0-5 Year TIPS Bond ETF worth $216K as of Q1 2026.
Trustmark National Bank Trust Department left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #262 holding.
Trustmark National Bank Trust Department first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 37 quarters since.
Trustmark National Bank Trust Department's iShares 0-5 Year TIPS Bond ETF position peaked at $10M in Q1 2022.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.