Cypress Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,923
| Closed | -$206K | – | 60 |
|
|
2023
Q2 | $206K | Sell |
1,923
-1,468
| -43% | -$157K | 0.12% | 54 |
|
|
2023
Q1 | $374K | Sell |
3,391
-1,390
| -29% | -$153K | 0.23% | 36 |
|
|
2022
Q4 | $511K | Sell |
4,781
-1,794
| -27% | -$192K | 0.34% | 30 |
|
|
2022
Q3 | $690K | Sell |
6,575
-2,342
| -26% | -$246K | 0.49% | 22 |
|
|
2022
Q2 | $1.02M | Buy |
+8,917
| New | +$1.02M | 0.7% | 17 |
|