Fullen Financial 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 | $250K | Buy |
2,265
+3
| +0.1% | +$330 | 0.13% | 54 |
|
|
2022
Q4 | $246K | Buy |
2,262
+10
| +0.4% | +$1.09K | 0.14% | 54 |
|
|
2022
Q3 | $240K | Buy |
2,252
+62
| +3% | +$6.61K | 0.15% | 56 |
|
|
2022
Q2 | $249K | Buy |
2,190
+56
| +3% | +$6.37K | 0.16% | 53 |
|
|
2022
Q1 | $266K | Buy |
2,134
+11
| +0.5% | +$1.37K | 0.16% | 53 |
|
|
2021
Q4 | $274K | Buy |
2,123
+16
| +0.8% | +$2.07K | 0.15% | 53 |
|
|
2021
Q3 | $273K | Buy |
2,107
+50
| +2% | +$6.48K | 0.16% | 53 |
|
|
2021
Q2 | $263K | Sell |
2,057
-80
| -4% | -$10.2K | 0.15% | 54 |
|
|
2021
Q1 | $268K | Hold |
2,137
| – | – | 0.17% | 51 |
|
|
2020
Q4 | $273K | Hold |
2,137
| – | – | 0.19% | 51 |
|
|
2020
Q3 | $270K | Sell |
2,137
-458
| -18% | -$57.9K | 0.21% | 51 |
|
|
2020
Q2 | $319K | Buy |
+2,595
| New | +$319K | 0.26% | 50 |
|