Excalibur Management’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
Q2 | – | Sell |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $514K | Buy |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $449K | Buy |
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|
2019
Q4 | $272K | Buy |
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