Financial Management Concepts’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
Q4
$5.13M Buy
39,760
+6,168
+18% +$796K 3.74% 11
2021
Q3
$4.29M Buy
33,592
+2,745
+9% +$350K 3.42% 10
2021
Q2
$4.03M Buy
30,847
+3,178
+11% +$415K 3.27% 10
2021
Q1
$3.49M Buy
27,669
+2,633
+11% +$332K 3.14% 10
2020
Q4
$3.2M Buy
+25,036
New +$3.2M 3.1% 9