MAFM
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Mid Atlantic Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$6.68M Buy
52,342
+26,243
+101% +$3.38M 0.45% 39
2021
Q2 		$3.34M Sell
26,099
-6,905
-21% -$877K 0.22% 94
2021
Q1 		$4.14M Sell
33,004
-87
-0.3% -$11K 0.3% 76
2020
Q4 		$4.22M Sell
33,091
-6,225
-16% -$785K 0.32% 72
2020
Q3 		$4.9M Sell
39,316
-2,133
-5% -$268K 0.43% 46
2020
Q2 		$5.1M Sell
41,449
-7,312
-15% -$889K 0.49% 37
2020
Q1 		$5.75M Buy
48,761
+13,576
+39% +$1.6M 0.66% 27
2019
Q4 		$4.1M Buy
35,185
+29,911
+567% +$3.48M 0.38% 59
2019
Q3 		$613K Buy
5,274
+1,026
+24% +$119K 0.07% 302
2019
Q2 		$491K Sell
4,248
-692
-14% -$78.7K 0.05% 376
2019
Q1 		$559K Sell
4,940
-110
-2% -$12.2K 0.06% 331
2018
Q4 		$553K Buy
+5,050
New +$551K 0.07% 302

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mid Atlantic Financial Management's TIP Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares TIPS Bond ETF (TIP) stake by 101% in Q3 2021, buying an estimated $3.38M and bringing the position to 52,342 shares worth $6.68M. The position accounts for 0.45% of the portfolio, ranked #39.

Mid Atlantic Financial Management first reported a position in TIP in Q4 2018 and has held it in 12 quarters since. 1,188 funds tracked by Wall St. Rank hold TIP as of Q3 2021.

  • Mid Atlantic Financial Management held 52,342 shares of iShares TIPS Bond ETF worth $6.68M as of Q3 2021.
  • Mid Atlantic Financial Management bought 26,243 iShares TIPS Bond ETF shares in Q3 2021, an estimated $3.38M.
  • iShares TIPS Bond ETF made up 0.45% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #39 holding.
  • Mid Atlantic Financial Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 12 quarters since.
  • 1,188 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.