9258 Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $826K | Sell |
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|
2021
Q3 | $876K | Buy |
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|
2021
Q2 | $827K | Hold |
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|
2021
Q1 | $811K | Hold |
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|
2020
Q4 | $825K | Hold |
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|
2020
Q3 | $809K | Buy |
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|
2020
Q2 | $788K | Hold |
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|
2020
Q1 | $781K | Buy |
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|
2019
Q4 | $732K | Buy |
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|
2019
Q3 | $466K | Buy |
|