Centric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $519K | Sell |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $3.75M | Buy |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $223K | Buy |
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|
2019
Q3 | $222K | Sell |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $233K | Buy |
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