Collective Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,775
| Closed | -$229K | – | 199 |
|
|
2021
Q4 | $229K | Sell |
1,775
-1,500
| -46% | -$194K | 0.09% | 172 |
|
|
2021
Q3 | $418K | Sell |
3,275
-300
| -8% | -$38.3K | 0.18% | 116 |
|
|
2021
Q2 | $458K | Sell |
3,575
-2,150
| -38% | -$275K | 0.2% | 113 |
|
|
2021
Q1 | $718K | Buy |
5,725
+1,475
| +35% | +$185K | 0.35% | 76 |
|
|
2020
Q4 | $543K | Buy |
+4,250
| New | +$543K | 0.3% | 83 |
|