MASM
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MH & Associates Securities Management’s iShares TIPS Bond ETF TIP Stock Holding History

MH & Associates Securities 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
2026
Q2 		$59.1K Hold
540
– – 0.05% 52
2026
Q1 		$59.6K Hold
540
– – 0.05% 53
2025
Q4 		$59.4K Buy
+540
New +$59.9K 0.05% 59

Other funds holding TIP

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
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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

MH & Associates Securities Management's TIP Position: Q2 2026 in Review

MH & Associates Securities Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 540 shares worth $59.1K. The position accounts for 0.05% of the portfolio, ranked #52.

MH & Associates Securities Management first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.6K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • MH & Associates Securities Management held 540 shares of iShares TIPS Bond ETF worth $59.1K as of Q2 2026.
  • MH & Associates Securities Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.05% of MH & Associates Securities Management's portfolio in Q2 2026, its #52 holding.
  • MH & Associates Securities Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • MH & Associates Securities Management's iShares TIPS Bond ETF position peaked at $59.6K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.