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MFA Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

MFA Wealth Advisors’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
-140
Closed -$15.5K – 357
2024
Q3 		$15.5K Hold
140
– – ﹤0.01% 289
2024
Q2 		$14.9K Buy
+140
New +$14.9K ﹤0.01% 295
2020
Q3 		– Sell
-221
Closed -$27.2K – 209
2020
Q2 		$27.2K Buy
+221
New +$26.9K 0.02% 99
2019
Q2 		– Sell
-1,887
Closed -$204K – 52
2019
Q1 		$204K Sell
1,887
-172
-8% -$19.1K 0.13% 52
2018
Q4 		$226K Sell
2,059
-679
-25% -$74.1K 0.23% 35
2018
Q3 		$291K Buy
2,738
+140
+5% +$15.6K 0.22% 42
2018
Q2 		$283K Buy
2,598
+108
+4% +$12.1K 0.19% 49
2018
Q1 		$274K Buy
2,490
+196
+9% +$22.1K 0.21% 43
2017
Q4 		$259K Buy
+2,294
New +$261K 0.18% 55

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

MFA Wealth Advisors's TIP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 140 shares — an estimated $15.5K sold.

MFA Wealth Advisors first reported a position in TIP in Q4 2017 and held it in 9 quarters. The position peaked at $291K in Q3 2018. 1,016 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • MFA Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 140 iShares TIPS Bond ETF shares in Q4 2024, an estimated $15.5K.
  • MFA Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 9 quarters.
  • MFA Wealth Advisors's iShares TIPS Bond ETF position peaked at $291K in Q3 2018.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.