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

Melfa 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
Q4 		– Sell
-2,056
Closed -$227K – 203
2024
Q3 		$227K Hold
2,056
– – 0.15% 154
2024
Q2 		$220K Hold
2,056
– – 0.15% 150
2024
Q1 		$221K Buy
+2,056
New +$220K 0.16% 145

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Melfa Wealth Management's TIP Position: Q4 2024 in Review

Melfa Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 2,056 shares — an estimated $227K sold.

Melfa Wealth Management first reported a position in TIP in Q1 2024 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • Melfa Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Melfa Wealth Management sold 2,056 iShares TIPS Bond ETF shares in Q4 2024, an estimated $227K.
  • Melfa Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2024 and held it in 3 quarters.
  • Melfa Wealth Management's iShares TIPS Bond ETF position peaked at $227K in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Melfa Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.