Connectus Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,122
| Closed | -$2.38M | – | 503 |
|
|
2023
Q4 | $2.38M | Sell |
22,122
-882
| -4% | -$95K | 0.05% | 239 |
|
|
2023
Q3 | $2.39M | Buy |
23,004
+1,073
| +5% | +$112K | 0.05% | 230 |
|
|
2023
Q2 | $2.36M | Buy |
21,931
+360
| +2% | +$38.8K | 0.05% | 197 |
|
|
2023
Q1 | $2.38M | Sell |
21,571
-72
| -0.3% | -$7.96K | 0.06% | 210 |
|
|
2022
Q4 | $2.31M | Sell |
21,643
-326
| -1% | -$34.8K | 0.05% | 198 |
|
|
2022
Q3 | $2.31M | Buy |
21,969
+910
| +4% | +$95.6K | 0.05% | 252 |
|
|
2022
Q2 | $2.4M | Buy |
21,059
+4,824
| +30% | +$550K | 0.05% | 196 |
|
|
2022
Q1 | $2.1M | Buy |
+16,235
| New | +$2.1M | 0.07% | 163 |
|