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Optivise Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Optivise Advisory Services’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
-2,115
Closed -$232K – 214
2025
Q4 		$232K Sell
2,115
-742
-26% -$82.3K 0.13% 169
2025
Q3 		$318K Sell
2,857
-504
-15% -$55.7K 0.19% 121
2025
Q2 		$370K Buy
3,361
+789
+31% +$86.1K 0.19% 117
2025
Q1 		$286K Sell
2,572
-203
-7% -$22.1K 0.16% 133
2024
Q4 		$296K Sell
2,775
-233
-8% -$25.2K 0.16% 132
2024
Q3 		$332K Sell
3,008
-1
-0% -$109 0.17% 111
2024
Q2 		$321K Buy
+3,009
New +$320K 0.17% 122

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

Optivise Advisory Services's TIP Position: Q1 2026 in Review

Optivise Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,115 shares — an estimated $232K sold.

Optivise Advisory Services first reported a position in TIP in Q2 2024 and held it in 7 quarters. The position peaked at $370K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Optivise Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 2,115 iShares TIPS Bond ETF shares in Q1 2026, an estimated $232K.
  • Optivise Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2024 and held it in 7 quarters.
  • Optivise Advisory Services's iShares TIPS Bond ETF position peaked at $370K in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.