MMA Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

MMA Asset 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	$1.15M	Buy	10,480 +62	+0.6%	+$6.85K	0.36%	56
2026 Q1	$1.15M	Sell	10,418 -1,915	-16%	-$212K	0.4%	52
2025 Q4	$1.36M	Buy	12,333 +699	+6%	+$77.5K	0.48%	45
2025 Q3	$1.29M	Buy	11,634 +2,591	+29%	+$286K	0.43%	51
2025 Q2	$995K	Buy	+9,043	New	+$986K	0.38%	53
2022 Q3	–	Sell	-20,595	Closed	-$2.35M	–	103
2022 Q2	$2.35M	Sell	20,595 -657	-3%	-$77.9K	2.02%	12
2022 Q1	$2.49M	Buy	21,252 +254	+1%	+$31.9K	1.97%	12
2021 Q4	$2.71M	Sell	20,998 -272	-1%	-$35.1K	1.92%	13
2021 Q3	$2.72M	Buy	21,270 +8	+0%	+$1.03K	2.07%	12
2021 Q2	$2.72M	Buy	21,262 +9,984	+89%	+$1.27M	2.07%	11
2021 Q1	$1.42M	Sell	11,278 -2,436	-18%	-$308K	1.22%	16
2020 Q4	$1.75M	Buy	+13,714	New	+$1.73M	1.7%	16

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA Asset Management's TIP Position: Q2 2026 in Review

MMA Asset Management increased its iShares TIPS Bond ETF (TIP) stake by 0.6% in Q2 2026, buying an estimated $6.85K and bringing the position to 10,480 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #56.

MMA Asset Management first reported a position in TIP in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.72M in Q2 2021. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

MMA Asset Management held 10,480 shares of iShares TIPS Bond ETF worth $1.15M as of Q2 2026.
MMA Asset Management bought 62 iShares TIPS Bond ETF shares in Q2 2026, an estimated $6.85K.
iShares TIPS Bond ETF made up 0.36% of MMA Asset Management's portfolio in Q2 2026, its #56 holding.
MMA Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 12 quarters since.
MMA Asset Management's iShares TIPS Bond ETF position peaked at $2.72M in Q2 2021.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.