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

WhitTier 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 Q2	$249K	Sell	2,300 -20	-0.9%	-$2.21K	﹤0.01%	488
2026 Q1	$257K	Sell	2,320 -124	-5%	-$13.7K	0.01%	464
2025 Q4	$269K	Hold	2,444	–	–	0.01%	442
2025 Q3	$271K	Hold	2,444	–	–	0.01%	434
2025 Q2	$269K	Sell	2,444 -521	-18%	-$56.8K	0.01%	487
2025 Q1	$329K	Buy	2,965 +145	+5%	+$15.8K	0.01%	448
2024 Q4	$300K	Hold	2,820	–	–	0.01%	443
2024 Q3	$312K	Hold	2,820	–	–	0.01%	416
2024 Q2	$301K	Hold	2,820	–	–	0.01%	410
2024 Q1	$303K	Hold	2,820	–	–	0.01%	409
2023 Q4	$303K	Sell	2,820 -172	-6%	-$18K	0.01%	402
2023 Q3	$310K	Sell	2,992 -100	-3%	-$10.6K	0.01%	390
2023 Q2	$333K	Sell	3,092 -1,277	-29%	-$139K	0.01%	395
2023 Q1	$482K	Hold	4,369	–	–	0.02%	342
2022 Q4	$465K	Hold	4,369	–	–	0.02%	349
2022 Q3	$459K	Buy	4,369 +1,277	+41%	+$145K	0.02%	343
2022 Q2	$352K	Hold	3,092	–	–	0.01%	377
2022 Q1	$385K	Sell	3,092 -500	-14%	-$62.9K	0.01%	380
2021 Q4	$464K	Hold	3,592	–	–	0.02%	355
2021 Q3	$458K	Hold	3,592	–	–	0.02%	349
2021 Q2	$460K	Sell	3,592 -1,000	-22%	-$127K	0.02%	351
2021 Q1	$576K	Hold	4,592	–	–	0.03%	311
2020 Q4	$586K	Buy	4,592 +100	+2%	+$12.6K	0.03%	302
2020 Q3	$569K	Hold	4,492	–	–	0.03%	293
2020 Q2	$552K	Sell	4,492 -60	-1%	-$7.29K	0.03%	284
2020 Q1	$537K	Hold	4,552	–	–	0.04%	262
2019 Q4	$531K	Hold	4,552	–	–	0.03%	293
2019 Q3	$529K	Hold	4,552	–	–	0.04%	284
2019 Q2	$526K	Sell	4,552 -250	-5%	-$28.4K	0.04%	278
2019 Q1	$543K	Hold	4,802	–	–	0.04%	268
2018 Q4	$526K	Sell	4,802 -750	-14%	-$81.9K	0.04%	258
2018 Q3	$614K	Sell	5,552 -269	-5%	-$30K	0.04%	249
2018 Q2	$657K	Sell	5,821 -100	-2%	-$11.2K	0.05%	234
2018 Q1	$670K	Buy	5,921 +169	+3%	+$19K	0.05%	232
2017 Q4	$656K	Hold	5,752	–	–	0.06%	229
2017 Q3	$653K	Hold	5,752	–	–	0.06%	228
2017 Q2	$653K	Hold	5,752	–	–	0.06%	229
2017 Q1	$660K	Sell	5,752 -80	-1%	-$9.11K	0.07%	227
2016 Q4	$660K	Buy	5,832 +252	+5%	+$28.8K	0.07%	207
2016 Q3	$650K	Hold	5,580	–	–	0.07%	209
2016 Q2	$651K	Hold	5,580	–	–	0.07%	212
2016 Q1	$640K	Sell	5,580 -1,840	-25%	-$206K	0.07%	216
2015 Q4	$814K	Hold	7,420	–	–	0.1%	195
2015 Q3	$822K	Sell	7,420 -780	-10%	-$87K	0.1%	196
2015 Q2	$919K	Sell	8,200 -500	-6%	-$56.5K	0.1%	201
2015 Q1	$988K	Sell	8,700 -10	-0.1%	-$1.13K	0.11%	191
2014 Q4	$976K	Hold	8,710	–	–	0.11%	189
2014 Q3	$976K	Hold	8,710	–	–	0.11%	174
2014 Q2	$1M	Sell	8,710 -225	-3%	-$25.6K	0.11%	174
2014 Q1	$1M	Sell	8,935 -85	-0.9%	-$9.51K	0.12%	172
2013 Q4	$992K	Sell	9,020 -700	-7%	-$78.1K	0.12%	160
2013 Q3	$1.09M	Sell	9,720 -550	-5%	-$61.4K	0.15%	143
2013 Q2	$1.15M	Buy	+10,270	New	+$1.22M	0.17%	127

Other funds holding TIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

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

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WhitTier Trust Company's TIP Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares TIPS Bond ETF (TIP) stake by 0.86% in Q2 2026, selling an estimated $2.21K and leaving 2,300 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

WhitTier Trust Company first reported a position in TIP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.15M in Q2 2013. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

WhitTier Trust Company held 2,300 shares of iShares TIPS Bond ETF worth $249K as of Q2 2026.
WhitTier Trust Company sold 20 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.21K.
iShares TIPS Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #488 holding.
WhitTier Trust Company first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares TIPS Bond ETF position peaked at $1.15M in Q2 2013.
475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.