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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA Asset Management's TIP Position: Q1 2026 in Review

MMA Asset Management reduced its iShares TIPS Bond ETF (TIP) stake by 16% in Q1 2026, selling an estimated $212K and leaving 10,418 shares worth $1.15M. The position accounts for 0.4% of the portfolio, ranked #52.

MMA Asset Management first reported a position in TIP in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.72M in Q2 2021. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

MMA Asset Management held 10,418 shares of iShares TIPS Bond ETF worth $1.15M as of Q1 2026.
MMA Asset Management sold 1,915 iShares TIPS Bond ETF shares in Q1 2026, an estimated $212K.
iShares TIPS Bond ETF made up 0.4% of MMA Asset Management's portfolio in Q1 2026, its #52 holding.
MMA Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 11 quarters since.
MMA Asset Management's iShares TIPS Bond ETF position peaked at $2.72M in Q2 2021.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.