Altium Wealth Management’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
Q2 | $262K | Sell |
2,303
-520
| -18% | -$59.2K | 0.02% | 316 |
|
|
2022
Q1 | $352K | Sell |
2,823
-329
| -10% | -$41K | 0.02% | 307 |
|
|
2021
Q4 | $407K | Sell |
3,152
-394
| -11% | -$50.9K | 0.03% | 287 |
|
|
2021
Q3 | $453K | Sell |
3,546
-205
| -5% | -$26.2K | 0.03% | 240 |
|
|
2021
Q2 | $480K | Buy |
3,751
+23
| +0.6% | +$2.94K | 0.04% | 237 |
|
|
2021
Q1 | $468K | Sell |
3,728
-943
| -20% | -$118K | 0.04% | 234 |
|
|
2020
Q4 | $596K | Buy |
4,671
+173
| +4% | +$22.1K | 0.05% | 163 |
|
|
2020
Q3 | $569K | Sell |
4,498
-206
| -4% | -$26.1K | 0.06% | 145 |
|
|
2020
Q2 | $579K | Sell |
4,704
-114
| -2% | -$14K | 0.07% | 137 |
|
|
2020
Q1 | $568K | Sell |
4,818
-1,680
| -26% | -$198K | 0.08% | 124 |
|
|
2019
Q4 | $757K | Buy |
+6,498
| New | +$757K | 0.09% | 124 |
|