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

Mascoma 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
2026
Q2 		$77 Hold
1
– – ﹤0.01% 603
2026
Q1 		$78 Hold
1
– – ﹤0.01% 511
2025
Q4 		$78 Hold
1
– – ﹤0.01% 493
2025
Q3 		$79 Hold
1
– – ﹤0.01% 457
2025
Q2 		$78 Sell
1
-50
-98% -$5.45K ﹤0.01% 464
2025
Q1 		$5.63K Sell
51
-230
-82% -$25K ﹤0.01% 388
2024
Q4 		$29.9K Sell
281
-50
-15% -$5.41K 0.01% 244
2024
Q3 		$36.5K Sell
331
-188
-36% -$20.4K 0.01% 218
2024
Q2 		$55.4K Sell
519
-58
-10% -$6.17K 0.01% 181
2024
Q1 		$61.9K Sell
577
-400
-41% -$42.7K 0.02% 167
2023
Q4 		$105K Sell
977
-491
-33% -$51.3K 0.03% 135
2023
Q3 		$152K Sell
1,468
-460
-24% -$48.7K 0.05% 115
2023
Q2 		$205K Sell
1,928
-210
-10% -$22.9K 0.06% 100
2023
Q1 		$236K Sell
2,138
-1,182
-36% -$128K 0.07% 105
2022
Q4 		$353K Sell
3,320
-106
-3% -$11.3K 0.11% 88
2022
Q3 		$359K Sell
3,426
-382
-10% -$43.3K 0.12% 83
2022
Q2 		$434K Hold
3,808
– – 0.15% 76
2022
Q1 		$474K Buy
3,808
+433
+13% +$54.5K 0.15% 74
2021
Q4 		$436K Buy
3,375
+1,428
+73% +$184K 0.15% 67
2021
Q3 		$249K Buy
+1,947
New +$251K 0.1% 93
2021
Q2 		– Sell
-400
Closed -$50K – 393
2021
Q1 		$50K Buy
+400
New +$50.6K 0.02% 206
2019
Q3 		– Sell
-28
Closed -$3K – 305
2019
Q2 		$3K Hold
28
– – ﹤0.01% 329
2019
Q1 		$3K Buy
28
+8
+40% +$887 ﹤0.01% 335
2018
Q4 		$2K Buy
+20
New +$2.18K ﹤0.01% 348
2017
Q4 		– Sell
-1,475
Closed -$168K – 413
2017
Q3 		$168K Sell
1,475
-250
-14% -$28.5K 0.11% 83
2017
Q2 		$196K Buy
1,725
+199
+13% +$22.7K 0.13% 78
2017
Q1 		$175K Sell
1,526
-179
-10% -$20.4K 0.13% 70
2016
Q4 		$193K Buy
+1,705
New +$195K 0.14% 67

Other funds holding TIP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Mascoma Wealth Management's TIP Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Mascoma Wealth Management first reported a position in TIP in Q4 2016 and has held it in 28 quarters since. The position peaked at $474K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Mascoma Wealth Management held 1 share of iShares TIPS Bond ETF worth $77 as of Q2 2026.
  • Mascoma Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Mascoma Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 28 quarters since.
  • Mascoma Wealth Management's iShares TIPS Bond ETF position peaked at $474K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.