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Silver Oak Securities’s iShares TIPS Bond ETF TIP Stock Holding History

Silver Oak Securities’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 		$472K Sell
4,274
-393
-8% -$43.5K 0.03% 458
2025
Q4 		$514K Sell
4,667
-202
-4% -$22.4K 0.03% 450
2025
Q3 		$542K Sell
4,869
-581
-11% -$64.2K 0.04% 404
2025
Q2 		$600K Sell
5,450
-217
-4% -$23.7K 0.05% 363
2025
Q1 		$627K Sell
5,667
-322
-5% -$35K 0.06% 327
2024
Q4 		$639K Sell
5,989
-433
-7% -$46.9K 0.06% 328
2024
Q3 		$710K Sell
6,422
-270
-4% -$29.3K 0.08% 268
2024
Q2 		$715K Sell
6,692
-1,470
-18% -$156K 0.11% 174
2024
Q1 		$877K Sell
8,162
-35
-0.4% -$3.74K 0.13% 162
2023
Q4 		$881K Sell
8,197
-1,118
-12% -$117K 0.12% 184
2023
Q3 		$966K Sell
9,315
-10,445
-53% -$1.11M 0.21% 84
2023
Q2 		$2.13M Sell
19,760
-30,942
-61% -$3.37M 0.34% 61
2023
Q1 		$5.59M Buy
50,702
+11,175
+28% +$1.21M 0.92% 23
2022
Q4 		$4.21M Buy
39,527
+30,212
+324% +$3.23M 0.79% 27
2022
Q3 		$966K Sell
9,315
-97,066
-91% -$11M 0.21% 84
2022
Q2 		$12.3M Sell
106,381
-11,840
-10% -$1.4M 2.76% 5
2022
Q1 		$14.4M Buy
+118,221
New +$14.9M 2.92% 5

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

Silver Oak Securities's TIP Position: Q1 2026 in Review

Silver Oak Securities reduced its iShares TIPS Bond ETF (TIP) stake by 8.4% in Q1 2026, selling an estimated $43.5K and leaving 4,274 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #458.

Silver Oak Securities first reported a position in TIP in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.4M in Q1 2022. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Silver Oak Securities held 4,274 shares of iShares TIPS Bond ETF worth $472K as of Q1 2026.
  • Silver Oak Securities sold 393 iShares TIPS Bond ETF shares in Q1 2026, an estimated $43.5K.
  • iShares TIPS Bond ETF made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #458 holding.
  • Silver Oak Securities first reported a position in iShares TIPS Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's iShares TIPS Bond ETF position peaked at $14.4M in Q1 2022.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.