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Oppenheimer Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Oppenheimer Asset 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
Q4 		– Sell
-2,315
Closed -$296K – 1257
2021
Q3 		$296K Buy
2,315
+108
+5% +$13.9K ﹤0.01% 1057
2021
Q2 		$283K Buy
+2,207
New +$280K ﹤0.01% 1069
2020
Q1 		– Sell
-1,351
Closed -$157K – 1632
2019
Q4 		$157K Buy
1,351
+25
+2% +$2.91K ﹤0.01% 1103
2019
Q3 		$154K Buy
+1,326
New +$154K ﹤0.01% 1095
2018
Q2 		– Sell
-1,878
Closed -$212K – 1176
2018
Q1 		$212K Buy
+1,878
New +$211K 0.01% 1047
2017
Q4 		– Sell
-625
Closed -$71K – 1447
2017
Q3 		$71K Hold
625
– – ﹤0.01% 1278
2017
Q2 		$71K Sell
625
-1,820
-74% -$208K ﹤0.01% 1272
2017
Q1 		$281K Buy
2,445
+1,195
+96% +$136K 0.01% 953
2016
Q4 		$142K Buy
+1,250
New +$143K 73.2% 1
2015
Q1 		– Sell
-625
Closed -$70K – 2
2014
Q4 		$70K Buy
+625
New +$70.6K 52.63% 1

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oppenheimer Asset Management's TIP Position: Q4 2021 in Review

Oppenheimer Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2021, closing a stake of 2,315 shares — an estimated $296K sold.

Oppenheimer Asset Management first reported a position in TIP in Q4 2014 and held it in 10 quarters. The position peaked at $296K in Q3 2021. 1,363 funds tracked by Wall St. Rank hold TIP as of Q4 2021.

  • Oppenheimer Asset Management reported no remaining iShares TIPS Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Oppenheimer Asset Management sold 2,315 iShares TIPS Bond ETF shares in Q4 2021, an estimated $296K.
  • Oppenheimer Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 10 quarters.
  • Oppenheimer Asset Management's iShares TIPS Bond ETF position peaked at $296K in Q3 2021.
  • 1,363 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.

Based on Oppenheimer Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.