Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $736K | Sell |
6,711
-895
| -12% | -$98.2K | 0.04% | 123 |
|
|
2015
Q3 | $842K | Hold |
7,606
| – | – | 0.05% | 112 |
|
|
2015
Q2 | $852K | Buy |
7,606
+160
| +2% | +$17.9K | 0.05% | 119 |
|
|
2015
Q1 | $846K | Sell |
7,446
-219
| -3% | -$24.9K | 0.05% | 136 |
|
|
2014
Q4 | $859K | Sell |
7,665
-585
| -7% | -$65.6K | 0.05% | 139 |
|
|
2014
Q3 | $925K | Sell |
8,250
-1,903
| -19% | -$213K | 0.05% | 125 |
|
|
2014
Q2 | $1.17M | Buy |
+10,153
| New | +$1.17M | 0.07% | 104 |
|