MIM
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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
Q2 		$10.9K Hold
100
– – ﹤0.01% 516
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MTM Investment Management's TIP Position: Q2 2026 in Review

MTM Investment Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 100 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

MTM Investment Management first reported a position in TIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $36K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • MTM Investment Management held 100 shares of iShares TIPS Bond ETF worth $10.9K as of Q2 2026.
  • MTM Investment Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #516 holding.
  • MTM Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's iShares TIPS Bond ETF position peaked at $36K in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.