Van Strum & Towne’s iShares TIPS Bond ETF TIP Stock Holding History

Van Strum & Towne’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
2025 Q4	–	Sell	-6,405	Closed	-$712K	–	115
2025 Q3	$712K	Buy	6,405 +1,500	+31%	+$166K	0.21%	64
2025 Q2	$540K	Hold	4,905	–	–	0.17%	70
2025 Q1	$545K	Hold	4,905	–	–	0.18%	69
2024 Q4	$523K	Sell	4,905 -2,000	-29%	-$217K	0.18%	65
2024 Q3	$763K	Hold	6,905	–	–	0.26%	56
2024 Q2	$737K	Hold	6,905	–	–	0.27%	53
2024 Q1	$742K	Buy	6,905 +150	+2%	+$16K	0.27%	53
2023 Q4	$726K	Hold	6,755	–	–	0.28%	52
2023 Q3	$701K	Hold	6,755	–	–	0.3%	52
2023 Q2	$727K	Hold	6,755	–	–	0.3%	51
2023 Q1	$745K	Hold	6,755	–	–	0.32%	49
2022 Q4	$719K	Hold	6,755	–	–	0.31%	49
2022 Q3	$708K	Hold	6,755	–	–	0.33%	49
2022 Q2	$770K	Hold	6,755	–	–	0.33%	49
2022 Q1	$842K	Sell	6,755 -210	-3%	-$26.4K	0.32%	51
2021 Q4	$900K	Buy	+6,965	New	+$898K	0.33%	50

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Van Strum & Towne's TIP Position: Q4 2025 in Review

Van Strum & Towne sold out of iShares TIPS Bond ETF (TIP) in Q4 2025, closing a stake of 6,405 shares — an estimated $712K sold.

Van Strum & Towne first reported a position in TIP in Q4 2021 and held it in 16 quarters. The position peaked at $900K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

Van Strum & Towne reported no remaining iShares TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Van Strum & Towne sold 6,405 iShares TIPS Bond ETF shares in Q4 2025, an estimated $712K.
Van Strum & Towne first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 16 quarters.
Van Strum & Towne's iShares TIPS Bond ETF position peaked at $900K in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Van Strum & Towne's 13F filing for Q4 2025, filed 3 Feb 2026.