Connecticut Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $879K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $961K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.31M | Buy |
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