Financial Partners Group (Kansas)’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9,000
| Closed | -$992K | – | 171 |
|
2023
Q1 | $992K | Sell |
9,000
-17
| -0.2% | -$1.87K | 0.22% | 54 |
|
2022
Q4 | $973K | Buy |
9,017
+384
| +4% | +$41.4K | 0.21% | 59 |
|
2022
Q3 | $906K | Buy |
8,633
+420
| +5% | +$44.1K | 0.24% | 52 |
|
2022
Q2 | $936K | Sell |
8,213
-257
| -3% | -$29.3K | 0.23% | 57 |
|
2022
Q1 | $1.06M | Buy |
8,470
+4,172
| +97% | +$520K | 0.23% | 59 |
|
2021
Q4 | $544K | Buy |
4,298
+1,511
| +54% | +$191K | 0.12% | 94 |
|
2021
Q3 | $356K | Buy |
+2,787
| New | +$356K | 0.08% | 114 |
|