CCIA
Cherry Creek Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-29,251
| Closed | -$3.64M | – | 103 |
|
|
2022
Q1 | $3.64M | Sell |
29,251
-7,002
| -19% | -$872K | 2.4% | 11 |
|
|
2021
Q4 | $4.68M | Sell |
36,253
-480
| -1% | -$62K | 2.91% | 9 |
|
|
2021
Q3 | $4.69M | Buy |
36,733
+2,359
| +7% | +$301K | 3.12% | 7 |
|
|
2021
Q2 | $4.4M | Buy |
+34,374
| New | +$4.4M | 2.89% | 8 |
|