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Harvest Investment Services’s iShares TIPS Bond ETF TIP Stock Holding History

Harvest Investment 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
2022
Q3 		– Sell
-2,720
Closed -$309K – 157
2022
Q2 		$309K Buy
+2,720
New +$323K 0.24% 102

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Investment Services's TIP Position: Q3 2022 in Review

Harvest Investment Services sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 2,720 shares — an estimated $309K sold.

Harvest Investment Services first reported a position in TIP in Q2 2022 and held it in 1 quarter. The position peaked at $309K in Q2 2022. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • Harvest Investment Services reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Harvest Investment Services sold 2,720 iShares TIPS Bond ETF shares in Q3 2022, an estimated $309K.
  • Harvest Investment Services first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 1 quarter.
  • Harvest Investment Services's iShares TIPS Bond ETF position peaked at $309K in Q2 2022.
  • 1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on Harvest Investment Services's 13F filing for Q3 2022, filed 9 Nov 2022.