Forbes Financial Planning’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 |
-9,225
| Closed | -$968K | – | 34 |
|
|
2022
Q4 | $968K | Hold |
9,225
| – | – | 1.41% | 18 |
|
|
2022
Q3 | $968K | Sell |
9,225
-4,449
| -33% | -$467K | 1.41% | 18 |
|
|
2022
Q2 | $1.55M | Sell |
13,674
-31,834
| -70% | -$3.62M | 2.23% | 16 |
|
|
2022
Q1 | $5.66M | Buy |
45,508
+8,720
| +24% | +$1.08M | 7.05% | 6 |
|
|
2021
Q4 | $4.75M | Buy |
+36,788
| New | +$4.75M | 4.68% | 10 |
|