Opal Wealth Advisors
TIP icon

Opal Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Opal Wealth Advisors’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 		– Sell
-307
Closed -$33.9K – 544
2026
Q1 		$33.9K Buy
+307
New +$34K 0.01% 473
2025
Q3 		– Sell
-3,389
Closed -$373K – 504
2025
Q2 		$373K Buy
3,389
+3,082
+1,004% +$336K 0.1% 107
2025
Q1 		$34.1K Buy
+307
New +$33.3K 0.01% 418
2024
Q3 		– Sell
-490
Closed -$52.3K – 1068
2024
Q2 		$52.3K Buy
+490
New +$52.1K 0.02% 352

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 22.9% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

Opal Wealth Advisors's TIP Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 307 shares — an estimated $33.9K sold.

Opal Wealth Advisors first reported a position in TIP in Q2 2024 and held it in 4 quarters. The position peaked at $373K in Q2 2025. 1,025 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 307 iShares TIPS Bond ETF shares in Q2 2026, an estimated $33.9K.
  • Opal Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's iShares TIPS Bond ETF position peaked at $373K in Q2 2025.
  • 1,025 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.