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InterOcean Capital Group’s iShares TIPS Bond ETF TIP Stock Holding History

InterOcean Capital Group’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
-2,973
Closed -$339K – 442
2022
Q2 		$339K Buy
+2,973
New +$353K 0.01% 303

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Envestnet Asset Management
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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

InterOcean Capital Group's TIP Position: Q3 2022 in Review

InterOcean Capital Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 2,973 shares — an estimated $339K sold.

InterOcean Capital Group first reported a position in TIP in Q2 2022 and held it in 1 quarter. The position peaked at $339K in Q2 2022. 1,221 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

  • InterOcean Capital Group reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • InterOcean Capital Group sold 2,973 iShares TIPS Bond ETF shares in Q3 2022, an estimated $339K.
  • InterOcean Capital Group first reported a position in iShares TIPS Bond ETF in Q2 2022 and held it in 1 quarter.
  • InterOcean Capital Group's iShares TIPS Bond ETF position peaked at $339K in Q2 2022.
  • 1,221 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

Based on InterOcean Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.