M1FG
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Mach-1 Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Mach-1 Financial Group’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
2023
Q3 		– Sell
-2,888
Closed -$311K – 257
2023
Q2 		$311K Buy
+2,888
New +$314K 0.09% 166
2022
Q4 		– Sell
-464
Closed -$47K – 429
2022
Q3 		$47K Sell
464
-131
-22% -$14.8K 0.05% 111
2022
Q2 		$67K Buy
595
+116
+24% +$13.8K 0.05% 102
2022
Q1 		$59K Sell
479
-53
-10% -$6.67K 0.04% 51
2021
Q4 		$68K Buy
+532
New +$68.6K 0.04% 47

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mach-1 Financial Group's TIP Position: Q3 2023 in Review

Mach-1 Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2023, closing a stake of 2,888 shares — an estimated $311K sold.

Mach-1 Financial Group first reported a position in TIP in Q4 2021 and held it in 5 quarters. The position peaked at $311K in Q2 2023. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Mach-1 Financial Group reported no remaining iShares TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 2,888 iShares TIPS Bond ETF shares in Q3 2023, an estimated $311K.
  • Mach-1 Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and held it in 5 quarters.
  • Mach-1 Financial Group's iShares TIPS Bond ETF position peaked at $311K in Q2 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Mach-1 Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.