Cardinal Strategic Wealth Guidance’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 |
-44
| Closed | -$4.7K | – | 79 |
|
|
2024
Q2 | $4.7K | Buy |
+44
| New | +$4.7K | ﹤0.01% | 75 |
|
|
2023
Q2 | – | Sell |
-26
| Closed | -$2.87K | – | 85 |
|
|
2023
Q1 | $2.87K | Sell |
26
-1,228
| -98% | -$135K | ﹤0.01% | 79 |
|
|
2022
Q4 | $133K | Sell |
1,254
-5,035
| -80% | -$536K | 0.06% | 68 |
|
|
2022
Q3 | $660K | Sell |
6,289
-1,758
| -22% | -$184K | 0.35% | 32 |
|
|
2022
Q2 | $917K | Buy |
8,047
+2,351
| +41% | +$268K | 0.47% | 27 |
|
|
2022
Q1 | $710K | Sell |
5,696
-4,916
| -46% | -$613K | 0.33% | 40 |
|
|
2021
Q4 | $1.37M | Buy |
10,612
+288
| +3% | +$37.2K | 0.64% | 23 |
|
|
2021
Q3 | $1.32M | Buy |
+10,324
| New | +$1.32M | 0.69% | 21 |
|