TIP — ISHARES TR

Ownership history in Ted Buchan & Co  ·  7 quarters on record

This page tracks every 13F SEC filing in which Ted Buchan & Co reported a position in ISHARES TR (TIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.99% (2024 Q2)
Avg. % of fund
5.13%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 113,197 +6,021 +5.6% 4.57% $12.4M $109.91
2025 Q3 ADDED 107,176 +1,705 +1.6% 4.67% $11.9M $110.00
2025 Q2 ADDED 105,471 +6,918 +7.0% 4.61% $11.6M $107.79
2025 Q1 ADDED 98,553 +1,656 +1.7% 5.18% $10.9M $107.33
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TIP price (monthly, adj. close)

Other funds also holding TIP

As of 2025 Q4 — sorted by position size

Vinland Capital Management Gestora de Recursos LTDA. 27.68% Vinland Capital Management Gestora de Recursos LTDA. 20.48% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 19.84% MARTIN & CO INC /TN/ 3Y 7Y 11.97% DORVAL Corp 6.14% Wealth Forward, LLC 5.76% Cypress Capital, LLC 3Y 7Y 5.09% MUSTICO FINANCIAL GROUP, INC. 5.06% Arbor Investment Advisors, LLC 3Y 7Y 4.71% Ameraudi Asset Management, Inc. 3Y 4.7%
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