MWM
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Maltin Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Maltin Wealth Management’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
2024
Q1 		– Sell
-2,512
Closed -$270K – 123
2023
Q4 		$270K Sell
2,512
-335
-12% -$35K 0.17% 93
2023
Q3 		$295K Buy
2,847
+141
+5% +$14.9K 0.21% 88
2023
Q2 		$291K Buy
2,706
+24
+0.9% +$2.61K 0.21% 87
2023
Q1 		$296K Sell
2,682
-23
-0.9% -$2.49K 0.21% 84
2022
Q4 		$288K Sell
2,705
-3,772
-58% -$403K 0.21% 84
2022
Q3 		$679K Buy
6,477
+707
+12% +$80.1K 0.54% 63
2022
Q2 		$657K Sell
5,770
-8
-0.1% -$949 0.47% 69
2022
Q1 		$720K Buy
5,778
+207
+4% +$26K 0.48% 65
2021
Q4 		$720K Buy
5,571
+179
+3% +$23.1K 0.43% 67
2021
Q3 		$688K Sell
5,392
-113
-2% -$14.6K 0.42% 59
2021
Q2 		$705K Buy
5,505
+258
+5% +$32.8K 0.43% 59
2021
Q1 		$659K Sell
5,247
-239
-4% -$30.3K 0.43% 58
2020
Q4 		$700K Sell
5,486
-355
-6% -$44.8K 0.49% 50
2020
Q3 		$739K Buy
5,841
+65
+1% +$8.16K 0.53% 45
2020
Q2 		$710K Buy
5,776
+3,683
+176% +$448K 0.54% 43
2020
Q1 		$247K Buy
2,093
+2,043
+4,086% +$241K 0.21% 69
2019
Q4 		$6K Buy
+50
New +$5.81K ﹤0.01% 107

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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

Maltin Wealth Management's TIP Position: Q1 2024 in Review

Maltin Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,512 shares — an estimated $270K sold.

Maltin Wealth Management first reported a position in TIP in Q4 2019 and held it in 17 quarters. The position peaked at $739K in Q3 2020. 1,048 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Maltin Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Maltin Wealth Management sold 2,512 iShares TIPS Bond ETF shares in Q1 2024, an estimated $270K.
  • Maltin Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 17 quarters.
  • Maltin Wealth Management's iShares TIPS Bond ETF position peaked at $739K in Q3 2020.
  • 1,048 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Maltin Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.