MFG
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MTM Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

MTM Financial Group’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
2023
Q2 		– Sell
-1,835
Closed -$202K – 50
2023
Q1 		$202K Buy
+1,835
New +$199K 0.18% 46
2022
Q3 		– Sell
-1,828
Closed -$208K – 50
2022
Q2 		$208K Buy
1,828
+91
+5% +$10.8K 0.18% 48
2022
Q1 		$216K Buy
+1,737
New +$218K 0.23% 45

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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MTM Financial Group's TIP Position: Q2 2023 in Review

MTM Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2023, closing a stake of 1,835 shares — an estimated $202K sold.

MTM Financial Group first reported a position in TIP in Q1 2022 and held it in 3 quarters. The position peaked at $216K in Q1 2022. 1,075 funds tracked by Wall St. Rank hold TIP as of Q2 2023.

  • MTM Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • MTM Financial Group sold 1,835 iShares TIPS Bond ETF shares in Q2 2023, an estimated $202K.
  • MTM Financial Group first reported a position in iShares TIPS Bond ETF in Q1 2022 and held it in 3 quarters.
  • MTM Financial Group's iShares TIPS Bond ETF position peaked at $216K in Q1 2022.
  • 1,075 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2023.

Based on MTM Financial Group's 13F filing for Q2 2023, filed 23 Jun 2026.