FOCUS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,444
| Closed | -$1.66M | – | 60 |
|
|
2023
Q4 | $1.66M | Buy |
15,444
+1,115
| +8% | +$120K | 1.05% | 28 |
|
|
2023
Q3 | $1.49M | Hold |
14,329
| – | – | 1.03% | 26 |
|
|
2023
Q2 | $1.54M | Sell |
14,329
-120
| -0.8% | -$12.9K | 1.04% | 27 |
|
|
2023
Q1 | $1.59M | Sell |
14,449
-131
| -0.9% | -$14.4K | 1.05% | 28 |
|
|
2022
Q4 | $1.55M | Sell |
14,580
-74
| -0.5% | -$7.88K | 1.07% | 27 |
|
|
2022
Q3 | $1.54M | Sell |
14,654
-17
| -0.1% | -$1.78K | 1.09% | 24 |
|
|
2022
Q2 | $1.67M | Buy |
+14,671
| New | +$1.67M | 1.14% | 21 |
|