FinTrust Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $790K | Sell |
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|
2024
Q2 | $773K | Buy |
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|
2024
Q1 | $739K | Buy |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $4.45M | Hold |
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|
2023
Q1 | $4.45M | Hold |
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|
2022
Q4 | $4.45M | Sell |
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|
2022
Q3 | $4.91M | Buy |
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|
2022
Q2 | $5.06M | Buy |
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|
2022
Q1 | $4.42M | Buy |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $674K | Buy |
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|
2021
Q1 | $594K | Sell |
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|
2020
Q4 | $608K | Hold |
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|
2020
Q3 | $603 | Sell |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $664K | Sell |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $2.73M | Sell |
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|
2019
Q2 | $2.92M | Sell |
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|
2019
Q1 | $4.12M | Buy |
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|
2018
Q4 | $3.97M | Buy |
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