MFW
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Meristem Family Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$874K Sell
7,020
-160
-2% -$20.1K 0.09% 118
2021
Q4 		$928K Buy
7,180
+10
+0.1% +$1.29K 0.08% 145
2021
Q3 		$916K Buy
+7,170
New +$924K 0.09% 148

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Meristem Family Wealth's TIP Position: Q1 2022 in Review

Meristem Family Wealth reduced its iShares TIPS Bond ETF (TIP) stake by 2.2% in Q1 2022, selling an estimated $20.1K and leaving 7,020 shares worth $874K. The position accounts for 0.09% of the portfolio, ranked #118.

Meristem Family Wealth first reported a position in TIP in Q3 2021 and has held it in 3 quarters since. The position peaked at $928K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Meristem Family Wealth held 7,020 shares of iShares TIPS Bond ETF worth $874K as of Q1 2022.
  • Meristem Family Wealth sold 160 iShares TIPS Bond ETF shares in Q1 2022, an estimated $20.1K.
  • iShares TIPS Bond ETF made up 0.09% of Meristem Family Wealth's portfolio in Q1 2022, its #118 holding.
  • Meristem Family Wealth first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 3 quarters since.
  • Meristem Family Wealth's iShares TIPS Bond ETF position peaked at $928K in Q4 2021.
  • 1,341 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.