MFW
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Mosaic Family Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Mosaic Family Wealth’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
Q4 		$488K Buy
3,780
+64
+2% +$8.25K 0.13% 104
2021
Q3 		$475K Buy
3,716
+17
+0.5% +$2.19K 0.13% 106
2021
Q2 		$473K Sell
3,699
-253
-6% -$32.1K 0.14% 99
2021
Q1 		$496K Hold
3,952
– – 0.14% 89
2020
Q4 		$504K Buy
3,952
+188
+5% +$23.7K 0.17% 86
2020
Q3 		$476K Hold
3,764
– – 0.18% 74
2020
Q2 		$463K Sell
3,764
-168
-4% -$20.4K 0.19% 72
2020
Q1 		$464K Buy
3,932
+46
+1% +$5.42K 0.24% 61
2019
Q4 		$453K Sell
3,886
-282
-7% -$32.8K 0.18% 85
2019
Q3 		$485K Buy
4,168
+1
+0% +$116 0.2% 83
2019
Q2 		$481K Buy
4,167
+1
+0% +$114 0.2% 84
2019
Q1 		$471K Sell
4,166
-22
-0.5% -$2.44K 0.19% 79
2018
Q4 		$459K Sell
4,188
-387
-8% -$42.3K 0.19% 72
2018
Q3 		$498K Sell
4,575
-507
-10% -$56.6K 0.2% 75
2018
Q2 		$574K Sell
5,082
-410
-7% -$46K 0.22% 65
2018
Q1 		$621K Sell
5,492
-16
-0.3% -$1.8K 0.23% 62
2017
Q4 		$628K Sell
5,508
-3,270
-37% -$372K 0.23% 64
2017
Q3 		$997K Sell
8,778
-110
-1% -$12.5K 0.39% 43
2017
Q2 		$1.01M Sell
8,888
-53
-0.6% -$6.06K 0.42% 39
2017
Q1 		$1.02M Buy
8,941
+641
+8% +$73K 0.44% 37
2016
Q4 		$939K Sell
8,300
-171
-2% -$19.5K 0.43% 40
2016
Q3 		$987K Sell
8,471
-95
-1% -$11K 0.46% 35
2016
Q2 		$1M Sell
8,566
-629
-7% -$72.2K 0.48% 32
2016
Q1 		$1.05M Sell
9,195
-723
-7% -$80.8K 0.51% 33
2015
Q4 		$1.09M Buy
+9,918
New +$1.1M 0.48% 35

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Mosaic Family Wealth's TIP Position: Q4 2021 in Review

Mosaic Family Wealth increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q4 2021, buying an estimated $8.25K and bringing the position to 3,780 shares worth $488K. The position accounts for 0.13% of the portfolio, ranked #104.

Mosaic Family Wealth first reported a position in TIP in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2015. 1,364 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Mosaic Family Wealth held 3,780 shares of iShares TIPS Bond ETF worth $488K as of Q4 2021.
  • Mosaic Family Wealth bought 64 iShares TIPS Bond ETF shares in Q4 2021, an estimated $8.25K.
  • iShares TIPS Bond ETF made up 0.13% of Mosaic Family Wealth's portfolio in Q4 2021, its #104 holding.
  • Mosaic Family Wealth first reported a position in iShares TIPS Bond ETF in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's iShares TIPS Bond ETF position peaked at $1.09M in Q4 2015.
  • 1,364 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.