Castle Rock 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
Q1 | – | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $531K | Sell |
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|
2022
Q2 | $583K | Buy |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $639K | Sell |
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|
2021
Q3 | $695K | Sell |
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|
2021
Q2 | $697K | Buy |
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|
2021
Q1 | $634K | Hold |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $898K | Hold |
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|
2020
Q1 | $862K | Sell |
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|
2019
Q4 | $844K | Sell |
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|
2019
Q3 | $891K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $411K | Sell |
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|
2018
Q1 | $428K | Sell |
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|
2017
Q4 | $436K | Buy |
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