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

Oak 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
Q4 		– Sell
-2,124
Closed -$223K – 96
2022
Q3 		$223K Buy
+2,124
New +$241K 0.06% 89

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Oak Harvest Investment Services's TIP Position: Q4 2022 in Review

Oak Harvest Investment Services sold out of iShares TIPS Bond ETF (TIP) in Q4 2022, closing a stake of 2,124 shares — an estimated $223K sold.

Oak Harvest Investment Services first reported a position in TIP in Q3 2022 and held it in 1 quarter. The position peaked at $223K in Q3 2022. 1,219 funds tracked by Wall St. Rank hold TIP as of Q4 2022.

  • Oak Harvest Investment Services reported no remaining iShares TIPS Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oak Harvest Investment Services sold 2,124 iShares TIPS Bond ETF shares in Q4 2022, an estimated $223K.
  • Oak Harvest Investment Services first reported a position in iShares TIPS Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oak Harvest Investment Services's iShares TIPS Bond ETF position peaked at $223K in Q3 2022.
  • 1,219 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2022.

Based on Oak Harvest Investment Services's 13F filing for Q4 2022, filed 24 Jan 2023.