Filbrandt Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-289
| Closed | -$37K | – | 207 |
|
2020
Q4 | $37K | Buy |
+289
| New | +$37K | 0.02% | 102 |
|
2020
Q3 | – | Sell |
-325
| Closed | -$40K | – | 331 |
|
2020
Q2 | $40K | Buy |
+325
| New | +$40K | 0.03% | 138 |
|
2020
Q1 | – | Sell |
-203
| Closed | -$23K | – | 304 |
|
2019
Q4 | $23K | Buy |
+203
| New | +$23K | 0.02% | 115 |
|