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

Mattern 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
2025
Q3 		– Sell
-2,000
Closed -$220K – 166
2025
Q2 		$220K Hold
2,000
– – 0.05% 146
2025
Q1 		$222K Sell
2,000
-2,000
-50% -$217K 0.05% 154
2024
Q4 		$426K Hold
4,000
– – 0.09% 116
2024
Q3 		$442K Sell
4,000
-50
-1% -$5.43K 0.1% 114
2024
Q2 		$432K Hold
4,050
– – 0.1% 116
2024
Q1 		$435K Hold
4,050
– – 0.11% 118
2023
Q4 		$435K Sell
4,050
-300
-7% -$31.4K 0.11% 116
2023
Q3 		$451K Hold
4,350
– – 0.13% 106
2023
Q2 		$468K Hold
4,350
– – 0.14% 108
2023
Q1 		$480K Sell
4,350
-30
-0.7% -$3.25K 0.16% 117
2022
Q4 		$466K Sell
4,380
-450
-9% -$48.1K 0.19% 105
2022
Q3 		$507K Hold
4,830
– – 0.2% 95
2022
Q2 		$550K Sell
4,830
-680
-12% -$80.6K 0.22% 89
2022
Q1 		$686K Hold
5,510
– – 0.22% 87
2021
Q4 		$712K Buy
5,510
+430
+8% +$55.4K 0.21% 94
2021
Q3 		$649K Hold
5,080
– – 0.22% 95
2021
Q2 		$655K Buy
5,080
+2,500
+97% +$318K 0.21% 100
2021
Q1 		$324K Sell
2,580
-600
-19% -$75.9K 0.11% 131
2020
Q4 		$406K Sell
3,180
-282
-8% -$35.6K 0.15% 115
2020
Q3 		$438K Buy
3,462
+1,152
+50% +$145K 0.19% 104
2020
Q2 		$284K Buy
+2,310
New +$281K 0.14% 117

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mattern Wealth Management's TIP Position: Q3 2025 in Review

Mattern Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 2,000 shares — an estimated $220K sold.

Mattern Wealth Management first reported a position in TIP in Q2 2020 and held it in 21 quarters. The position peaked at $712K in Q4 2021. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Mattern Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mattern Wealth Management sold 2,000 iShares TIPS Bond ETF shares in Q3 2025, an estimated $220K.
  • Mattern Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 21 quarters.
  • Mattern Wealth Management's iShares TIPS Bond ETF position peaked at $712K in Q4 2021.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Mattern Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.