CIM
Cetera Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-2,423
| Closed | -$271K | – | 71 |
|
2017
Q2 | $271K | Sell |
2,423
-1,461
| -38% | -$163K | 0.34% | 88 |
|
2017
Q1 | $445K | Sell |
3,884
-14,615
| -79% | -$1.67M | 0.51% | 75 |
|
2016
Q4 | $2.09M | Buy |
18,499
+2,187
| +13% | +$248K | 1.57% | 15 |
|
2016
Q3 | $1.9M | Sell |
16,312
-1,565
| -9% | -$182K | 1.22% | 23 |
|
2016
Q2 | $2.09M | Sell |
17,877
-1,900
| -10% | -$222K | 1.23% | 21 |
|
2016
Q1 | $2.26M | Buy |
19,777
+4,313
| +28% | +$493K | 1.17% | 20 |
|
2015
Q4 | $1.7M | Buy |
+15,464
| New | +$1.7M | 0.69% | 46 |
|