OAJ
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Ogorek Anthony Joseph’s iShares TIPS Bond ETF TIP Stock Holding History

Ogorek Anthony Joseph’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
-14
Closed -$1K – 703
2025
Q4 		$1K Hold
14
– – ﹤0.01% 619
2025
Q3 		$1K Hold
14
– – ﹤0.01% 631
2025
Q2 		$1K Hold
14
– – ﹤0.01% 610
2025
Q1 		$1K Buy
+14
New +$1.52K ﹤0.01% 615

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 $94.8B AUM 24.11% 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

Ogorek Anthony Joseph's TIP Position: Q1 2026 in Review

Ogorek Anthony Joseph sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 14 shares — an estimated $1K sold.

Ogorek Anthony Joseph first reported a position in TIP in Q1 2025 and held it in 4 quarters. The position peaked at $1K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Ogorek Anthony Joseph reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 14 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1K.
  • Ogorek Anthony Joseph first reported a position in iShares TIPS Bond ETF in Q1 2025 and held it in 4 quarters.
  • Ogorek Anthony Joseph's iShares TIPS Bond ETF position peaked at $1K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.