AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $933K | Buy |
7,286
+1,042
| +17% | +$133K | 0.06% | 69 |
|
|
2021
Q1 | $784K | Buy |
6,244
+1,632
| +35% | +$205K | 0.06% | 65 |
|
|
2020
Q4 | $589K | Buy |
4,612
+899
| +24% | +$115K | 0.05% | 68 |
|
|
2020
Q3 | $470K | Buy |
3,713
+924
| +33% | +$117K | 0.04% | 68 |
|
|
2020
Q2 | $343K | Buy |
2,789
+498
| +22% | +$61.2K | 0.04% | 67 |
|
|
2020
Q1 | $270K | Buy |
2,291
+436
| +24% | +$51.4K | 0.03% | 85 |
|
|
2019
Q4 | $222K | Buy |
1,855
+171
| +10% | +$20.5K | 0.02% | 90 |
|
|
2019
Q3 | $201K | Sell |
1,684
-2,017
| -54% | -$241K | 0.02% | 87 |
|
|
2019
Q2 | $433K | Buy |
3,701
+466
| +14% | +$54.5K | 0.04% | 73 |
|
|
2019
Q1 | $369K | Buy |
3,235
+27
| +0.8% | +$3.08K | 0.04% | 73 |
|
|
2018
Q4 | $354K | Buy |
3,208
+652
| +26% | +$71.9K | 0.04% | 73 |
|
|
2018
Q3 | $285K | Sell |
2,556
-277
| -10% | -$30.9K | 0.03% | 79 |
|
|
2018
Q2 | $320K | Buy |
2,833
+70
| +3% | +$7.91K | 0.05% | 60 |
|
|
2018
Q1 | $312K | Buy |
2,763
+470
| +20% | +$53.1K | 0.05% | 65 |
|
|
2017
Q4 | $262K | Buy |
+2,293
| New | +$262K | 0.05% | 65 |
|