Buckingham Strategic Wealth’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.89M | Sell |
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|
2024
Q1 | $5.68M | Sell |
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|
2023
Q4 | $6.29M | Sell |
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|
2023
Q3 | $7.13M | Sell |
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|
2023
Q2 | $8.53M | Sell |
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|
2023
Q1 | $8.58M | Hold |
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|
2022
Q4 | $8.58M | Buy |
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|
2022
Q3 | $7.97M | Buy |
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|
2022
Q2 | $8.39M | Buy |
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|
2022
Q1 | $4.85M | Buy |
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|
2021
Q4 | $3.24M | Buy |
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|
2021
Q3 | $2.43M | Buy |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $603K | Sell |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $787K | Sell |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $962K | Sell |
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|
2019
Q1 | $997K | Sell |
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|
2018
Q4 | $1.02M | Buy |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $2.21M | Buy |
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|
2018
Q1 | $1.66M | Buy |
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|
2017
Q4 | $1M | Sell |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $1.08M | Sell |
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|
2017
Q1 | $1.1M | Buy |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $1.19M | Sell |
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|
2016
Q2 | $1.23M | Buy |
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|
2016
Q1 | $1.21M | Sell |
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|
2015
Q4 | $1.18M | Buy |
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|
2015
Q3 | $1.16M | Sell |
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|
2015
Q2 | $1.64M | Sell |
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|
2015
Q1 | $1.87M | Sell |
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|
2014
Q4 | $2.38M | Buy |
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|
2014
Q3 | $2.33M | Buy |
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|
2014
Q2 | $2.35M | Sell |
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|
2014
Q1 | $2.42M | Sell |
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|
2013
Q4 | $2.79M | Sell |
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|
2013
Q3 | $3.62M | Sell |
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|
2013
Q2 | $4.25M | Buy |
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