Copperleaf Capital’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
Q4 | – | Sell |
-5,759
| Closed | -$636K | – | 99 |
|
|
2024
Q3 | $636K | Sell |
5,759
-1
| -0% | -$110 | 0.49% | 62 |
|
|
2024
Q2 | $615K | Buy |
5,760
+281
| +5% | +$30K | 0.49% | 59 |
|
|
2024
Q1 | $588K | Buy |
5,479
+285
| +5% | +$30.6K | 0.51% | 59 |
|
|
2023
Q4 | $558K | Sell |
5,194
-315
| -6% | -$33.9K | 0.57% | 51 |
|
|
2023
Q3 | $571K | Buy |
+5,509
| New | +$571K | 0.62% | 44 |
|
|
2023
Q1 | – | Sell |
-9,493
| Closed | -$1.01M | – | 81 |
|
|
2022
Q4 | $1.01M | Sell |
9,493
-2,994
| -24% | -$319K | 1.16% | 26 |
|
|
2022
Q3 | $1.31M | Buy |
+12,487
| New | +$1.31M | 1.42% | 21 |
|