WT
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Whittier Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Whittier Trust’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 		– Sell
-25
Closed -$2.77K – 1406
2026
Q1 		$2.77K Buy
+25
New +$2.77K ﹤0.01% 1256
2025
Q3 		– Sell
-20
Closed -$2.2K – 1603
2025
Q2 		$2.2K Hold
20
– – ﹤0.01% 1407
2025
Q1 		$2.22K Hold
20
– – ﹤0.01% 1390
2024
Q4 		$2.13K Hold
20
– – ﹤0.01% 1447
2024
Q3 		$2.21K Sell
20
-2,362
-99% -$257K ﹤0.01% 1448
2024
Q2 		$254K Buy
2,382
+1,858
+355% +$198K ﹤0.01% 609
2024
Q1 		$56.3K Sell
524
-442
-46% -$47.2K ﹤0.01% 917
2023
Q4 		$104K Sell
966
-38
-4% -$3.97K ﹤0.01% 763
2023
Q3 		$104K Hold
1,004
– – ﹤0.01% 765
2023
Q2 		$108K Sell
1,004
-123
-11% -$13.4K ﹤0.01% 767
2023
Q1 		$124K Sell
1,127
-273
-20% -$29.5K ﹤0.01% 760
2022
Q4 		$149K Sell
1,400
-1,383
-50% -$148K ﹤0.01% 717
2022
Q3 		$292K Hold
2,783
– – 0.01% 549
2022
Q2 		$317K Sell
2,783
-745
-21% -$88.4K 0.01% 542
2022
Q1 		$439K Buy
3,528
+868
+33% +$109K 0.01% 517
2021
Q4 		$344K Buy
2,660
+400
+18% +$51.6K 0.01% 563
2021
Q3 		$289K Sell
2,260
-2,454
-52% -$316K 0.01% 577
2021
Q2 		$603K Sell
4,714
-6,631
-58% -$842K 0.01% 439
2021
Q1 		$1.42M Buy
11,345
+400
+4% +$50.6K 0.03% 314
2020
Q4 		$1.4M Sell
10,945
-30
-0.3% -$3.78K 0.03% 287
2020
Q3 		$1.39M Buy
10,975
+7,388
+206% +$928K 0.03% 290
2020
Q2 		$441K Buy
3,587
+1,419
+65% +$173K 0.01% 417
2020
Q1 		$256K Sell
2,168
-30
-1% -$3.53K 0.01% 473
2019
Q4 		$256K Sell
2,198
-619
-22% -$72K 0.01% 513
2019
Q3 		$328K Buy
2,817
+1,066
+61% +$124K 0.01% 466
2019
Q2 		$202K Sell
1,751
-333
-16% -$37.9K 0.01% 533
2019
Q1 		$236K Buy
2,084
+223
+12% +$24.7K 0.01% 506
2018
Q4 		$204K Sell
1,861
-175
-9% -$19.1K 0.01% 499
2018
Q3 		$225K Sell
2,036
-4
-0.2% -$447 0.01% 490
2018
Q2 		$230K Sell
2,040
-35
-2% -$3.93K 0.01% 489
2018
Q1 		$235K Hold
2,075
– – 0.01% 487
2017
Q4 		$237K Buy
2,075
+112
+6% +$12.7K 0.01% 480
2017
Q3 		$223K Buy
1,963
+185
+10% +$21.1K 0.01% 472
2017
Q2 		$202K Hold
1,778
– – 0.01% 469
2017
Q1 		$204K Buy
1,778
+38
+2% +$4.33K 0.01% 467
2016
Q4 		$197K Buy
1,740
+120
+7% +$13.7K 0.01% 474
2016
Q3 		$189K Hold
1,620
– – 0.01% 466
2016
Q2 		$189K Hold
1,620
– – 0.01% 465
2016
Q1 		$186K Hold
1,620
– – 0.01% 462
2015
Q4 		$178K Sell
1,620
-121
-7% -$13.4K 0.01% 484
2015
Q3 		$193K Buy
1,741
+2
+0.1% +$223 0.01% 462
2015
Q2 		$195K Hold
1,739
– – 0.01% 480
2015
Q1 		$198K Sell
1,739
-63
-3% -$7.14K 0.01% 465
2014
Q4 		$202K Buy
1,802
+579
+47% +$65.4K 0.01% 443
2014
Q3 		$137K Sell
1,223
-672
-35% -$76.9K 0.01% 482
2014
Q2 		$219K Hold
1,895
– – 0.01% 422
2014
Q1 		$212K Hold
1,895
– – 0.01% 434
2013
Q4 		$208K Sell
1,895
-1,222
-39% -$136K 0.01% 429
2013
Q3 		$351K Buy
3,117
+182
+6% +$20.3K 0.02% 365
2013
Q2 		$328K Buy
+2,935
New +$347K 0.02% 366

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whittier Trust's TIP Position: Q2 2026 in Review

Whittier Trust sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 25 shares — an estimated $2.77K sold.

Whittier Trust first reported a position in TIP in Q2 2013 and held it in 50 quarters. The position peaked at $1.42M in Q1 2021. 1,013 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Whittier Trust reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 25 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.77K.
  • Whittier Trust first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 50 quarters.
  • Whittier Trust's iShares TIPS Bond ETF position peaked at $1.42M in Q1 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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