Financial Strategies Group’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
Q1 | – | Sell |
-2,409
| Closed | -$256K | – | 83 |
|
|
2022
Q4 | $256K | Buy |
+2,409
| New | +$256K | 0.11% | 72 |
|
|
2021
Q2 | – | Sell |
-2,231
| Closed | -$280K | – | 75 |
|
|
2021
Q1 | $280K | Sell |
2,231
-98
| -4% | -$12.3K | 0.15% | 57 |
|
|
2020
Q4 | $297K | Buy |
2,329
+205
| +10% | +$26.1K | 0.17% | 51 |
|
|
2020
Q3 | $269K | Buy |
+2,124
| New | +$269K | 0.18% | 46 |
|