Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $684K | Sell |
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|
2024
Q1 | $720K | Sell |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $984K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $6.34M | Buy |
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|
2021
Q3 | $5.18M | Buy |
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|
2021
Q2 | $4.35M | Buy |
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|
2021
Q1 | $3.42M | Buy |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $250K | Buy |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $271K | Buy |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $409K | Sell |
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|
2019
Q1 | $2.42M | Buy |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $15.8M | Buy |
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|
2018
Q2 | $12.6M | Buy |
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|
2018
Q1 | $1.38M | Sell |
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|
2017
Q4 | $1.63M | Sell |
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|
2017
Q3 | $1.79M | Sell |
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|
2017
Q2 | $2.22M | Sell |
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|
2017
Q1 | $2.54M | Buy |
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|
2016
Q4 | $1.68M | Buy |
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|
2016
Q3 | $1.52M | Buy |
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|
2016
Q1 | $1.82M | Buy |
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