Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,991
| Closed | -$257K | – | 131 |
|
|
2021
Q4 | $257K | Hold |
1,991
| – | – | 0.05% | 112 |
|
|
2021
Q3 | $254K | Hold |
1,991
| – | – | 0.05% | 106 |
|
|
2021
Q2 | $255K | Hold |
1,991
| – | – | 0.05% | 105 |
|
|
2021
Q1 | $250K | Hold |
1,991
| – | – | 0.05% | 100 |
|
|
2020
Q4 | $254K | Sell |
1,991
-127
| -6% | -$16.2K | 0.06% | 93 |
|
|
2020
Q3 | $268K | Buy |
2,118
+127
| +6% | +$16.1K | 0.07% | 88 |
|
|
2020
Q2 | $245K | Hold |
1,991
| – | – | 0.07% | 85 |
|
|
2020
Q1 | $235K | Buy |
+1,991
| New | +$235K | 0.07% | 79 |
|