Buttonwood Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,773
| Closed | -$1.78M | – | 32 |
|
|
2024
Q2 | $1.78M | Buy |
16,773
+633
| +4% | +$67K | 1.01% | 15 |
|
|
2024
Q1 | $1.73M | Buy |
16,140
+1,261
| +8% | +$135K | 1.03% | 17 |
|
|
2023
Q4 | $1.6M | Buy |
14,879
+324
| +2% | +$34.8K | 1.16% | 15 |
|
|
2023
Q3 | $1.49M | Buy |
14,555
+372
| +3% | +$38.1K | 1.09% | 17 |
|
|
2023
Q2 | $1.53M | Buy |
+14,183
| New | +$1.53M | 1.32% | 15 |
|
|
2023
Q1 | – | Sell |
-3,067
| Closed | -$326K | – | 34 |
|
|
2022
Q4 | $326K | Sell |
3,067
-14,417
| -82% | -$1.53M | 0.3% | 26 |
|
|
2022
Q3 | $1.83M | Sell |
17,484
-9,323
| -35% | -$978K | 1.91% | 11 |
|
|
2022
Q2 | $3.05M | Buy |
26,807
+10,534
| +65% | +$1.2M | 2.98% | 8 |
|
|
2022
Q1 | $2.01M | Buy |
+16,273
| New | +$2.01M | 1.49% | 9 |
|