MWA
TIP icon

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 $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return