OPWM
TIP icon

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

Oak Point 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
2018
Q1 		– Sell
-158
Closed -$18K – 243
2017
Q4 		$18K Buy
+158
New +$18K 0.02% 133

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Oak Point Wealth Management's TIP Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2018, closing a stake of 158 shares — an estimated $18K sold.

Oak Point Wealth Management first reported a position in TIP in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 795 funds tracked by Wall St. Rank hold TIP as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 158 iShares TIPS Bond ETF shares in Q1 2018, an estimated $18K.
  • Oak Point Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares TIPS Bond ETF position peaked at $18K in Q4 2017.
  • 795 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.