BAM
Bruderman Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,664
| Closed | -$735K | – | 96 |
|
|
2021
Q4 | $735K | Sell |
5,664
-19,318
| -77% | -$2.51M | 0.56% | 54 |
|
|
2021
Q3 | $3.19M | Buy |
+24,982
| New | +$3.19M | 0.8% | 44 |
|
|
2021
Q2 | – | Sell |
-12,114
| Closed | -$1.52M | – | 115 |
|
|
2021
Q1 | $1.52M | Buy |
12,114
+205
| +2% | +$25.7K | 0.42% | 68 |
|
|
2020
Q4 | $1.52M | Buy |
+11,909
| New | +$1.52M | 0.44% | 65 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$1K | – | 687 |
|
|
2018
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 631 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$34K | – | 459 |
|
|
2015
Q1 | $34K | Buy |
+300
| New | +$34K | 0.01% | 255 |
|