TIP ISHARES LEHMAN TRES INFL PROT COMMON STOCK

Ownership history in Coastline Trust Co  ·  81 quarters on record

AI Ownership Summary

Coastline Trust Co reported ISHARES LEHMAN TRES INFL PROT COMMON STOCK (TIP) in 81 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows TIP at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in ISHARES LEHMAN TRES INFL PROT COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TIP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coastline Trust Co held TIP — position size vs. price
% of Fund (quarterly)    TIP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,955 +145 +5.2% 0.03% $326K 2026-05-15 (Est.) $110.81
2025 Q4 REDUCED 2,810 -7 -0.2% 0.03% $309K 2026-01-05 $110.16
2025 Q3 ADDED 2,817 +152 +5.7% 0.03% $313K 2025-10-21 $110.99
2025 Q2 UNCHANGED 2,665 0% 0.03% $293K 2025-07-17 $107.71
2025 Q1 ADDED 2,665 +694 +35.2% 0.04% $296K 2025-04-28 $107.16
2024 Q4 ADDED 1,971 +73 +3.8% 0.02% $210K 2025-02-13 $104.74
2024 Q3 ADDED 1,898 +24 +1.3% 0.02% $210K 2024-11-06 $103.88
2024 Q1 REDUCED 1,874 -3,968 -67.9% 0.02% $201K 2024-04-26 $99.72
2023 Q4 REDUCED 5,842 -6,003 -50.7% 0.08% $628K 2024-01-23 $100.55
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coastline Trust Co and TIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastline Trust Co reported owning TIP?

Coastline Trust Co reported TIP across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TIP position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for TIP was 0.08% in 2023 Q4.

What is the latest reported TIP position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 2,955 shares, equal to 0.03% of portfolio, with an estimated market value of $326K.

What does the chart on this TIP ownership page compare?

The chart compares Coastline Trust Co's quarterly TIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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