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 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 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 $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.8B AUM 24.11% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Opal Wealth Advisors's TIP Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2026: 307 shares worth $33.9K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in TIP as recently as Q2 2025.

Opal Wealth Advisors first reported a position in TIP in Q2 2024 and has held it in 4 quarters since. The position peaked at $373K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Opal Wealth Advisors held 307 shares of iShares TIPS Bond ETF worth $33.9K as of Q1 2026.
iShares TIPS Bond ETF was a new Opal Wealth Advisors position in Q1 2026.
iShares TIPS Bond ETF made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #473 holding.
Opal Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 4 quarters since.
Opal Wealth Advisors's iShares TIPS Bond ETF position peaked at $373K in Q2 2025.
1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.