WPIC
TIP icon

White Pine Investment Company’s iShares TIPS Bond ETF TIP Stock Holding History

White Pine Investment 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
Q2 		$10.9M Buy
99,847
+2,204
+2% +$244K 2.33% 15
2026
Q1 		$10.8M Buy
97,643
+3,124
+3% +$346K 2.5% 11
2025
Q4 		$10.4M Buy
94,519
+3,111
+3% +$345K 2.45% 12
2025
Q3 		$10.2M Buy
91,408
+5,758
+7% +$636K 2.41% 12
2025
Q2 		$9.43M Buy
85,650
+3,585
+4% +$391K 2.35% 12
2025
Q1 		$9.12M Buy
82,065
+3,759
+5% +$408K 2.45% 12
2024
Q4 		$8.34M Buy
78,306
+4,040
+5% +$437K 2.25% 17
2024
Q3 		$8.2M Buy
74,266
+1,284
+2% +$140K 2.25% 15
2024
Q2 		$7.79M Buy
72,982
+4,730
+7% +$503K 2.29% 15
2024
Q1 		$7.33M Buy
68,252
+1,509
+2% +$161K 2.17% 17
2023
Q4 		$7.17M Buy
66,743
+2,341
+4% +$245K 2.32% 15
2023
Q3 		$6.68M Buy
64,402
+762
+1% +$80.6K 2.35% 13
2023
Q2 		$6.85M Buy
63,640
+1,551
+2% +$169K 2.36% 13
2023
Q1 		$6.84M Buy
62,089
+501
+0.8% +$54.2K 2.46% 12
2022
Q4 		$6.55M Buy
61,588
+1,262
+2% +$135K 2.49% 13
2022
Q3 		$6.33M Buy
60,326
+292
+0.5% +$33.1K 2.62% 13
2022
Q2 		$6.84M Buy
60,034
+255
+0.4% +$30.2K 2.7% 11
2022
Q1 		$7.45M Buy
59,779
+860
+1% +$108K 2.53% 13
2021
Q4 		$7.61M Buy
58,919
+1,203
+2% +$155K 2.53% 14
2021
Q3 		$7.37M Buy
57,716
+2,090
+4% +$269K 2.58% 13
2021
Q2 		$7.12M Buy
55,626
+2,815
+5% +$358K 2.45% 13
2021
Q1 		$6.63M Buy
52,811
+1,745
+3% +$221K 2.46% 12
2020
Q4 		$6.52M Buy
51,066
+835
+2% +$105K 2.64% 14
2020
Q3 		$6.35M Buy
50,231
+860
+2% +$108K 2.92% 12
2020
Q2 		$6.07M Sell
49,371
-195
-0.4% -$23.7K 3% 11
2020
Q1 		$5.84M Buy
49,566
+1,585
+3% +$187K 3.35% 8
2019
Q4 		$5.59M Buy
47,981
+3,998
+9% +$465K 2.29% 21
2019
Q3 		$5.12M Buy
43,983
+852
+2% +$98.9K 2.32% 18
2019
Q2 		$4.98M Buy
43,131
+3,365
+8% +$383K 2.35% 19
2019
Q1 		$4.5M Sell
39,766
-1,160
-3% -$129K 2.25% 19
2018
Q4 		$4.48M Buy
40,926
+368
+0.9% +$40.2K 2.4% 16
2018
Q3 		$4.49M Buy
+40,558
New +$4.53M 2.15% 22
2018
Q2 		– Sell
-39,148
Closed -$4.43M – 56
2018
Q1 		$4.43M Buy
39,148
+192
+0.5% +$21.6K 2.16% 23
2017
Q4 		$4.44M Buy
38,956
+16,540
+74% +$1.88M 2.19% 21
2017
Q3 		$2.55M Buy
22,416
+635
+3% +$72.3K 1.35% 31
2017
Q2 		$2.47M Buy
21,781
+450
+2% +$51.4K 1.32% 31
2017
Q1 		$2.45M Buy
21,331
+925
+5% +$105K 1.32% 32
2016
Q4 		$2.31M Buy
20,406
+215
+1% +$24.5K 1.25% 35
2016
Q3 		$2.35M Sell
20,191
-415
-2% -$48.2K 1.38% 34
2016
Q2 		$2.4M Hold
20,606
– – 1.44% 32
2016
Q1 		$2.36M Buy
20,606
+415
+2% +$46.4K 1.44% 33
2015
Q4 		$2.21M Buy
20,191
+1,620
+9% +$179K 1.36% 33
2015
Q3 		$2.06M Buy
18,571
+395
+2% +$44.1K 1.32% 32
2015
Q2 		$2.04M Buy
18,176
+120
+0.7% +$13.6K 1.19% 36
2015
Q1 		$2.05M Buy
18,056
+12,965
+255% +$1.47M 1.17% 37
2014
Q4 		$570K Buy
+5,091
New +$575K 0.33% 43

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

White Pine Investment Company's TIP Position: Q2 2026 in Review

White Pine Investment Company increased its iShares TIPS Bond ETF (TIP) stake by 2.3% in Q2 2026, buying an estimated $244K and bringing the position to 99,847 shares worth $10.9M. The position accounts for 2.33% of the portfolio, ranked #15.

White Pine Investment Company first reported a position in TIP in Q4 2014 and has held it in 46 quarters since. 566 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • White Pine Investment Company held 99,847 shares of iShares TIPS Bond ETF worth $10.9M as of Q2 2026.
  • White Pine Investment Company bought 2,204 iShares TIPS Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares TIPS Bond ETF made up 2.33% of White Pine Investment Company's portfolio in Q2 2026, its #15 holding.
  • White Pine Investment Company first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • 566 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.