Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $7.13M | Sell |
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|
2020
Q3 | $7.28M | Sell |
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|
2020
Q2 | $7.22M | Sell |
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|
2020
Q1 | $7.23M | Sell |
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|
2019
Q4 | $7.54M | Buy |
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|
2019
Q3 | $7.41M | Buy |
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|
2019
Q2 | $7.3M | Buy |
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|
2019
Q1 | $6.54M | Sell |
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|
2018
Q4 | $9.26M | Buy |
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