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Oakwood Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Oakwood Capital 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
2021
Q1 		– Sell
-2,418
Closed -$309K – 67
2020
Q4 		$309K Buy
2,418
+118
+5% +$14.9K 0.09% 58
2020
Q3 		$291K Buy
2,300
+209
+10% +$26.3K 0.11% 54
2020
Q2 		$257K Buy
2,091
+269
+15% +$32.7K 0.11% 50
2020
Q1 		$215K Buy
+1,822
New +$215K 0.11% 44

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oakwood Capital Management's TIP Position: Q1 2021 in Review

Oakwood Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 2,418 shares — an estimated $309K sold.

Oakwood Capital Management first reported a position in TIP in Q1 2020 and held it in 4 quarters. The position peaked at $309K in Q4 2020. 1,094 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

  • Oakwood Capital Management reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Oakwood Capital Management sold 2,418 iShares TIPS Bond ETF shares in Q1 2021, an estimated $309K.
  • Oakwood Capital Management first reported a position in iShares TIPS Bond ETF in Q1 2020 and held it in 4 quarters.
  • Oakwood Capital Management's iShares TIPS Bond ETF position peaked at $309K in Q4 2020.
  • 1,094 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Oakwood Capital Management's 13F filing for Q1 2021, filed 30 Apr 2021.