Belmont Capital’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
Q1 | – | Sell |
-540
| Closed | -$58K | – | 195 |
|
|
2023
Q4 | $58K | Hold |
540
| – | – | 0.02% | 106 |
|
|
2023
Q3 | $56K | Hold |
540
| – | – | 0.03% | 104 |
|
|
2023
Q2 | $58.1K | Hold |
540
| – | – | 0.03% | 67 |
|
|
2023
Q1 | $59.5K | Hold |
540
| – | – | 0.05% | 47 |
|
|
2022
Q4 | $57K | Hold |
540
| – | – | 0.06% | 45 |
|
|
2022
Q3 | $57K | Hold |
540
| – | – | 0.07% | 35 |
|
|
2022
Q2 | $62K | Hold |
540
| – | – | 0.08% | 27 |
|
|
2022
Q1 | $67K | Hold |
540
| – | – | 0.07% | 28 |
|
|
2021
Q4 | $70K | Hold |
540
| – | – | 0.05% | 24 |
|
|
2021
Q3 | $69K | Hold |
540
| – | – | 0.06% | 28 |
|
|
2021
Q2 | $69K | Hold |
540
| – | – | 0.07% | 25 |
|
|
2021
Q1 | $68K | Hold |
540
| – | – | 0.08% | 17 |
|
|
2020
Q4 | $69K | Hold |
540
| – | – | 0.03% | 19 |
|
|
2020
Q3 | $68K | Hold |
540
| – | – | 0.03% | 18 |
|
|
2020
Q2 | $66K | Hold |
540
| – | – | 0.04% | 18 |
|
|
2020
Q1 | $64K | Hold |
540
| – | – | 0.06% | 16 |
|
|
2019
Q4 | $63K | Buy |
+540
| New | +$63K | 0.05% | 17 |
|