Optima Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Optima Capital’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	-467	Closed	-$51.3K	–	1177
2025 Q4	$51.3K	Buy	+467	New	+$51.8K	0.02%	307

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

Optima Capital's TIP Position: Q1 2026 in Review

Optima Capital sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 467 shares — an estimated $51.3K sold.

Optima Capital first reported a position in TIP in Q4 2025 and held it in 1 quarter. The position peaked at $51.3K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Optima Capital reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 467 iShares TIPS Bond ETF shares in Q1 2026, an estimated $51.3K.
Optima Capital first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's iShares TIPS Bond ETF position peaked at $51.3K in Q4 2025.
1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.