Navalign LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Navalign LLC’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	-91	Closed	-$10K	–	436
2025 Q4	$10K	Buy	+91	New	+$10.1K	﹤0.01%	334

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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $105B AUM 38.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Navalign LLC's TIP Position: Q1 2026 in Review

Navalign LLC sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 91 shares — an estimated $10K sold.

Navalign LLC first reported a position in TIP in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Navalign LLC reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 91 iShares TIPS Bond ETF shares in Q1 2026, an estimated $10K.
Navalign LLC first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
Navalign LLC's iShares TIPS Bond ETF position peaked at $10K in Q4 2025.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.