Clearwater Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,637
| Closed | -$311K | – | 147 |
|
|
2020
Q1 | $311K | Sell |
2,637
-515
| -16% | -$60.7K | 0.07% | 121 |
|
|
2019
Q4 | $367K | Sell |
3,152
-2,857
| -48% | -$333K | 0.06% | 143 |
|
|
2019
Q3 | $699K | Sell |
6,009
-4,194
| -41% | -$488K | 0.12% | 120 |
|
|
2019
Q2 | $1.18M | Sell |
10,203
-2,470
| -19% | -$285K | 0.21% | 102 |
|
|
2019
Q1 | $1.43M | Sell |
12,673
-1,686
| -12% | -$191K | 0.27% | 93 |
|
|
2018
Q4 | $1.57M | Sell |
14,359
-2,036
| -12% | -$223K | 0.34% | 88 |
|
|
2018
Q3 | $1.81M | Sell |
16,395
-2,937
| -15% | -$325K | 0.35% | 77 |
|
|
2018
Q2 | $2.18M | Buy |
19,332
+5,829
| +43% | +$658K | 0.45% | 66 |
|
|
2018
Q1 | $1.53M | Buy |
+13,503
| New | +$1.53M | 0.32% | 82 |
|