Acorn Financial Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,890
| Closed | -$618K | – | 222 |
|
|
2022
Q3 | $618K | Sell |
5,890
-171
| -3% | -$17.9K | 0.15% | 105 |
|
|
2022
Q2 | $690K | Sell |
6,061
-591
| -9% | -$67.3K | 0.16% | 88 |
|
|
2022
Q1 | $829K | Sell |
6,652
-590
| -8% | -$73.5K | 0.17% | 90 |
|
|
2021
Q4 | $936K | Buy |
7,242
+157
| +2% | +$20.3K | 0.19% | 88 |
|
|
2021
Q3 | $905K | Buy |
7,085
+1,235
| +21% | +$158K | 0.28% | 83 |
|
|
2021
Q2 | $749K | Buy |
5,850
+1,866
| +47% | +$239K | 0.22% | 106 |
|
|
2021
Q1 | $500K | Buy |
3,984
+2,183
| +121% | +$274K | 0.18% | 125 |
|
|
2020
Q4 | $230K | Buy |
+1,801
| New | +$230K | 0.09% | 200 |
|