Bell Investment Advisors’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 | – | Hold |
0
| – | -$1 | – | 1976 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | -$412 | – | 1909 |
|
|
2023
Q4 | $412 | Hold |
4
| – | – | ﹤0.01% | 1865 |
|
|
2023
Q3 | $394 | Sell |
4
-5
| -56% | -$493 | ﹤0.01% | 1865 |
|
|
2023
Q2 | $948 | Sell |
9
-10
| -53% | -$1.05K | ﹤0.01% | 1612 |
|
|
2023
Q1 | $2.06K | Hold |
19
| – | – | ﹤0.01% | 1252 |
|
|
2022
Q4 | $1.98K | Sell |
19
-3
| -14% | -$313 | ﹤0.01% | 1298 |
|
|
2022
Q3 | $2K | Buy |
22
+1
| +5% | +$91 | ﹤0.01% | 1226 |
|
|
2022
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1244 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 975 |
|