Cassady Schiller Wealth Management’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
Q4 | $61.1K | Hold |
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2024
Q3 | $63.3K | Hold |
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2024
Q2 | $61.2K | Hold |
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|
2024
Q1 | $61.5K | Sell |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $626K | Sell |
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|
2022
Q4 | $2.53M | Sell |
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|
2022
Q3 | $4.79M | Sell |
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|
2022
Q2 | $6.86M | Buy |
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|
2022
Q1 | $6.39M | Buy |
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|
2021
Q4 | $5.54M | Buy |
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