SilverOak Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

SilverOak Wealth Management’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	$324K	Hold	2,963	–	–	0.04%	99
2026 Q1	$327K	Hold	2,963	–	–	0.05%	92
2025 Q4	$326K	Hold	2,963	–	–	0.05%	90
2025 Q3	$330K	Hold	2,963	–	–	0.06%	89
2025 Q2	$326K	Buy	+2,963	New	+$323K	0.06%	83
2025 Q1	–	Sell	-5,025	Closed	-$535K	–	102
2024 Q4	$535K	Sell	5,025 -744	-13%	-$80.5K	0.12%	57
2024 Q3	$637K	Hold	5,769	–	–	0.14%	52
2024 Q2	$616K	Sell	5,769 -529	-8%	-$56.2K	0.15%	49
2024 Q1	$676K	Sell	6,298 -646	-9%	-$69K	0.17%	47
2023 Q4	$746K	Buy	+6,944	New	+$726K	0.2%	43

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SilverOak Wealth Management's TIP Position: Q2 2026 in Review

SilverOak Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,963 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #99.

SilverOak Wealth Management first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $746K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

SilverOak Wealth Management held 2,963 shares of iShares TIPS Bond ETF worth $324K as of Q2 2026.
SilverOak Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.04% of SilverOak Wealth Management's portfolio in Q2 2026, its #99 holding.
SilverOak Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
SilverOak Wealth Management's iShares TIPS Bond ETF position peaked at $746K in Q4 2023.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.