MTM Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

MTM Investment 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	$11K	Hold	100	–	–	﹤0.01%	508
2025 Q4	$11K	Hold	100	–	–	﹤0.01%	515
2025 Q3	$11.1K	Hold	100	–	–	﹤0.01%	523
2025 Q2	$11K	Hold	100	–	–	﹤0.01%	524
2025 Q1	$11K	Hold	100	–	–	﹤0.01%	251
2024 Q4	$10.7K	Hold	100	–	–	﹤0.01%	245
2024 Q3	$10.9K	Hold	100	–	–	﹤0.01%	248
2024 Q2	$10.7K	Sell	100 -18	-15%	-$1.91K	﹤0.01%	243
2024 Q1	$12.7K	Sell	118 -82	-41%	-$8.76K	0.01%	254
2023 Q4	$21.5K	Hold	200	–	–	0.01%	229
2023 Q3	$20.7K	Hold	200	–	–	0.01%	222
2023 Q2	$21.5K	Hold	200	–	–	0.01%	231
2023 Q1	$22.1K	Hold	200	–	–	0.01%	232
2022 Q4	$21.3K	Hold	200	–	–	0.01%	232
2022 Q3	$21K	Hold	200	–	–	0.01%	227
2022 Q2	$23K	Sell	200 -80	-29%	-$9.49K	0.01%	229
2022 Q1	$35K	Hold	280	–	–	0.02%	237
2021 Q4	$36K	Buy	280 +80	+40%	+$10.3K	0.02%	233
2021 Q3	$26K	Hold	200	–	–	0.01%	220
2021 Q2	$26K	Hold	200	–	–	0.01%	216
2021 Q1	$25K	Hold	200	–	–	0.01%	211
2020 Q4	$26K	Buy	+200	New	+$25.2K	0.02%	192

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

MTM Investment Management's TIP Position: Q1 2026 in Review

MTM Investment Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 100 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

MTM Investment Management first reported a position in TIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $36K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

MTM Investment Management held 100 shares of iShares TIPS Bond ETF worth $11K as of Q1 2026.
MTM Investment Management left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q1 2026, its #508 holding.
MTM Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 22 quarters since.
MTM Investment Management's iShares TIPS Bond ETF position peaked at $36K in Q4 2021.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.