MCM
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MV Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

MV Capital 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 		– Sell
-21
Closed -$2.31K – 1242
2025
Q4 		$2.31K Hold
21
– – ﹤0.01% 707
2025
Q3 		$2.34K Buy
21
+12
+133% +$1.33K ﹤0.01% 694
2025
Q2 		$991 Buy
+9
New +$982 ﹤0.01% 777
2022
Q3 		– Sell
-109,042
Closed -$12.4M – 701
2022
Q2 		$12.4M Sell
109,042
-160,774
-60% -$19.1M 2.11% 14
2022
Q1 		$33.6M Buy
269,816
+14,015
+5% +$1.76M 5.06% 5
2021
Q4 		$33M Buy
255,801
+2,416
+1% +$312K 4.81% 5
2021
Q3 		$32.4M Buy
253,385
+6,879
+3% +$887K 5.35% 5
2021
Q2 		$31.6M Buy
246,506
+1,764
+0.7% +$224K 5.36% 5
2021
Q1 		$30.7M Buy
244,742
+72,586
+42% +$9.19M 5.61% 5
2020
Q4 		$22M Buy
172,156
+29,406
+21% +$3.71M 4.17% 7
2020
Q3 		$18.1M Buy
142,750
+87,859
+160% +$11M 3.75% 7
2020
Q2 		$6.75M Buy
+54,891
New +$6.67M 1.59% 19

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MV Capital Management's TIP Position: Q1 2026 in Review

MV Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 21 shares — an estimated $2.31K sold.

MV Capital Management first reported a position in TIP in Q2 2020 and held it in 12 quarters. The position peaked at $33.6M in Q1 2022. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • MV Capital Management reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MV Capital Management sold 21 iShares TIPS Bond ETF shares in Q1 2026, an estimated $2.31K.
  • MV Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2020 and held it in 12 quarters.
  • MV Capital Management's iShares TIPS Bond ETF position peaked at $33.6M in Q1 2022.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.