Divergent Wealth Advisors’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 | $502K | Buy |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $489K | Sell |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $887K | Sell |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $15.2M | Buy |
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|
2022
Q4 | $14.4M | Sell |
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|
2022
Q3 | $16.7M | Buy |
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|
2022
Q2 | $17.3M | Sell |
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|
2022
Q1 | $22.6M | Buy |
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|
2021
Q4 | $22.8M | Buy |
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|
2021
Q3 | $21.8M | Buy |
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|
2021
Q2 | $21.2M | Sell |
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|
2021
Q1 | $21M | Buy |
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|
2020
Q4 | $19.4M | Buy |
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|
2020
Q3 | $17.9M | Buy |
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|
2020
Q2 | $7.41M | Buy |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $6.37M | Sell |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $6.1M | Buy |
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|
2018
Q4 | $4.13M | Sell |
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|
2018
Q3 | $9.24M | Buy |
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|
2018
Q2 | $5.64M | Buy |
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|
2018
Q1 | $5.61M | Sell |
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|
2017
Q4 | $8.39M | Buy |
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