BMM
Berkshire Money Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
+1,793
| New | +$197K | 0.02% | 105 |
|
|
2024
Q2 | – | Sell |
-2,106
| Closed | -$226K | – | 77 |
|
|
2024
Q1 | $226K | Buy |
+2,106
| New | +$226K | 0.03% | 79 |
|
|
2022
Q3 | – | Sell |
-221,574
| Closed | -$25.2M | – | 51 |
|
|
2022
Q2 | $25.2M | Sell |
221,574
-44,709
| -17% | -$5.09M | 4.19% | 6 |
|
|
2022
Q1 | $33.2M | Buy |
266,283
+5,044
| +2% | +$628K | 4.76% | 6 |
|
|
2021
Q4 | $33.8M | Buy |
261,239
+10,755
| +4% | +$1.39M | 4.94% | 7 |
|
|
2021
Q3 | $32M | Buy |
250,484
+14,874
| +6% | +$1.9M | 5.08% | 7 |
|
|
2021
Q2 | $30.2M | Buy |
235,610
+7,960
| +3% | +$1.02M | 4.85% | 8 |
|
|
2021
Q1 | $28.6M | Buy |
227,650
+18,183
| +9% | +$2.28M | 5% | 7 |
|
|
2020
Q4 | $26.7M | Sell |
209,467
-97,719
| -32% | -$12.5M | 4.93% | 6 |
|
|
2020
Q3 | $38.9M | Buy |
307,186
+4,143
| +1% | +$524K | 8.07% | 6 |
|
|
2020
Q2 | $37.3M | Buy |
303,043
+7,631
| +3% | +$939K | 8.2% | 5 |
|
|
2020
Q1 | $34.8M | Buy |
+295,412
| New | +$34.8M | 8.56% | 4 |
|
|
2019
Q4 | – | Sell |
-1,735
| Closed | -$202K | – | 38 |
|
|
2019
Q3 | $202K | Hold |
1,735
| – | – | 0.04% | 35 |
|
|
2019
Q2 | $200K | Buy |
+1,735
| New | +$200K | 0.04% | 34 |
|