Financial Life Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,825
| Closed | -$326K | – | 48 |
|
|
2019
Q2 | $326K | Sell |
2,825
-258
| -8% | -$29.8K | 0.22% | 41 |
|
|
2019
Q1 | $349K | Sell |
3,083
-55
| -2% | -$6.23K | 0.24% | 39 |
|
|
2018
Q4 | $344K | Sell |
3,138
-384
| -11% | -$42.1K | 0.27% | 41 |
|
|
2018
Q3 | $390K | Sell |
3,522
-11
| -0.3% | -$1.22K | 0.29% | 40 |
|
|
2018
Q2 | $399K | Buy |
3,533
+12
| +0.3% | +$1.36K | 0.33% | 38 |
|
|
2018
Q1 | $397K | Sell |
3,521
-229
| -6% | -$25.8K | 0.36% | 38 |
|
|
2017
Q4 | $428K | Buy |
+3,750
| New | +$428K | 0.35% | 38 |
|