Cypress Wealth Services’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 | $278K | Sell |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $827K | Sell |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $219K | Buy |
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