MFM
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MD Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History

MD Financial 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
2019
Q3 		– Sell
-683,094
Closed -$78.9M – 45
2019
Q2 		$78.9M Sell
683,094
-172,994
-20% -$19.7M 3.82% 8
2019
Q1 		$96.8M Buy
856,088
+13,131
+2% +$1.46M 4.43% 10
2018
Q4 		$92.3M Sell
842,957
-29,668
-3% -$3.24M 4.6% 8
2018
Q3 		$96.5M Buy
872,625
+430
+0% +$48K 4.39% 8
2018
Q2 		$98.4M Buy
872,195
+37,333
+4% +$4.19M 4.55% 7
2018
Q1 		$94.4M Buy
834,862
+174,790
+26% +$19.7M 4.52% 6
2017
Q4 		$75.3M Buy
+660,072
New +$75.1M 3.68% 11

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return