Bradley & Co Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-82
| Closed | -$8.73K | – | 179 |
|
|
2022
Q4 | $8.73K | Sell |
82
-1,856
| -96% | -$198K | 0.01% | 119 |
|
|
2022
Q3 | $203K | Sell |
1,938
-433
| -18% | -$45.4K | 0.24% | 34 |
|
|
2022
Q2 | $270K | Sell |
2,371
-7,482
| -76% | -$852K | 0.3% | 39 |
|
|
2022
Q1 | $1.23M | Sell |
9,853
-1,080
| -10% | -$134K | 1.05% | 17 |
|
|
2021
Q4 | $1.41M | Buy |
10,933
+1,047
| +11% | +$135K | 1.13% | 20 |
|
|
2021
Q3 | $1.26M | Sell |
9,886
-5,276
| -35% | -$674K | 1.09% | 21 |
|
|
2021
Q2 | $1.94M | Sell |
15,162
-1,758
| -10% | -$225K | 1.69% | 16 |
|
|
2021
Q1 | $2.12M | Buy |
+16,920
| New | +$2.12M | 1.96% | 16 |
|