Clear Creek Financial 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
-2,518
Closed -$270K 433
2023
Q4
$270K Buy
+2,518
New +$263K 0.04% 273
2023
Q1
Sell
-2,105
Closed -$224K 328
2022
Q4
$224K Sell
2,105
-302
-13% -$32.3K 0.05% 253
2022
Q3
$252K Sell
2,407
-4,048
-63% -$458K 0.06% 218
2022
Q2
$735K Buy
6,455
+587
+10% +$69.6K 0.15% 122
2022
Q1
$728K Buy
5,868
+1,305
+29% +$164K 0.11% 150
2021
Q4
$585K Buy
4,563
+651
+17% +$83.9K 0.09% 172
2021
Q3
$491K Buy
3,912
+419
+12% +$54K 0.08% 187
2021
Q2
$439K Buy
+3,493
New +$444K 0.07% 192
2021
Q1
Sell
-2,697
Closed -$336K 236
2020
Q4
$336K Sell
2,697
-4,729
-64% -$596K 0.06% 226
2020
Q3
$940K Buy
+7,426
New +$933K 0.04% 68

Other funds holding TIP