MMA Asset Management
TIP icon

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
Q3 		$976K Sell
9,380
-1,100
-10% -$118K 0.31% 65
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% +$32K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

MMA Asset Management's TIP Position: Q3 2026 in Review

MMA Asset Management reduced its iShares TIPS Bond ETF (TIP) stake by 10% in Q3 2026, selling an estimated $118K and leaving 9,380 shares worth $976K. The position accounts for 0.31% of the portfolio, ranked #65.

MMA Asset Management first reported a position in TIP in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.72M in Q2 2021. 677 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • MMA Asset Management held 9,380 shares of iShares TIPS Bond ETF worth $976K as of Q3 2026.
  • MMA Asset Management sold 1,100 iShares TIPS Bond ETF shares in Q3 2026, an estimated $118K.
  • iShares TIPS Bond ETF made up 0.31% of MMA Asset Management's portfolio in Q3 2026, its #65 holding.
  • MMA Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 13 quarters since.
  • MMA Asset Management's iShares TIPS Bond ETF position peaked at $2.72M in Q2 2021.
  • 677 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on MMA Asset Management's 13F filing for Q3 2026, filed 2 Nov 2026.