BIA
Benchmark Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,839
| Closed | -$198K | – | 92 |
|
|
2023
Q2 | $198K | Sell |
1,839
-780
| -30% | -$84K | 0.18% | 89 |
|
|
2023
Q1 | $289K | Sell |
2,619
-385
| -13% | -$42.4K | 0.3% | 75 |
|
|
2022
Q4 | $320K | Sell |
3,004
-789
| -21% | -$84K | 0.34% | 75 |
|
|
2022
Q3 | $398K | Buy |
3,793
+568
| +18% | +$59.6K | 0.43% | 65 |
|
|
2022
Q2 | $367K | Sell |
3,225
-538
| -14% | -$61.2K | 0.38% | 73 |
|
|
2022
Q1 | $469K | Sell |
3,763
-97
| -3% | -$12.1K | 0.35% | 74 |
|
|
2021
Q4 | $499K | Buy |
+3,860
| New | +$499K | 0.41% | 65 |
|