TIP β€” ISHARES TIPS BOND ETF

Ownership history in Slocum, Gordon & Co LLP  Β·  3 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported ISHARES TIPS BOND ETF (TIP) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 3.46% in 2025 Q4. The latest visible filing shows TIP at 3.46% 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.

What this TIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slocum, Gordon & Co LLP's position in ISHARES TIPS BOND ETF, 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
2025 Q4

TIP was reported at 3.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Slocum, Gordon & Co LLP held TIP β€” position size vs. price
% of Fund (quarterly)    TIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 43,502 +36,133 +490.3% 3.46% $4.8M 2026-02-14 (Est.) $111.39
2025 Q3 UNCHANGED 7,369 β€” 0% 0.65% $820K 2025-10-17 $110.65
2025 Q2 INITIATED 7,369 β€” β€” 0.65% $811K 2025-08-19 $108.42

FAQ About Slocum, Gordon & Co LLP and TIP

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

How long has Slocum, Gordon & Co LLP reported owning TIP?

Slocum, Gordon & Co LLP reported TIP across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported TIP position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for TIP was 3.46% in 2025 Q4.

What is the latest reported TIP position on this page?

The most recent filing on this page is 2025 Q4, when Slocum, Gordon & Co LLP reported 43,502 shares, equal to 3.46% of portfolio, with an estimated market value of $4.8M.

What does the chart on this TIP ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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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