Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $233K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $46K | Sell |
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|
2021
Q2 | $81K | Hold |
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|
2021
Q1 | $80K | Hold |
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|
2020
Q4 | $81K | Sell |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $12.9M | Sell |
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|
2019
Q4 | $12.9M | Buy |
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|
2019
Q3 | $9.26M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $7.04M | Buy |
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|
2018
Q4 | $4.05M | Buy |
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