Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,417
| Closed | -$797K | – | 404 |
|
|
2024
Q1 | $797K | Sell |
7,417
-733
| -9% | -$78.7K | 0.14% | 160 |
|
|
2023
Q4 | $876K | Buy |
+8,150
| New | +$876K | 0.14% | 154 |
|
|
2022
Q3 | – | Sell |
-2,040
| Closed | -$232K | – | 533 |
|
|
2022
Q2 | $232K | Buy |
2,040
+198
| +11% | +$22.5K | 0.03% | 450 |
|
|
2022
Q1 | $229K | Sell |
1,842
-383
| -17% | -$47.6K | 0.03% | 477 |
|
|
2021
Q4 | $287K | Buy |
+2,225
| New | +$287K | 0.03% | 438 |
|