GenWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,228
| Closed | -$274K | – | 69 |
|
|
2020
Q2 | $274K | Sell |
2,228
-26,118
| -92% | -$3.21M | 0.11% | 61 |
|
|
2020
Q1 | $3.34M | Sell |
28,346
-1,952
| -6% | -$230K | 1.46% | 12 |
|
|
2019
Q4 | $3.53M | Sell |
30,298
-686
| -2% | -$79.9K | 1.37% | 24 |
|
|
2019
Q3 | $3.6M | Buy |
30,984
+530
| +2% | +$61.6K | 1.5% | 20 |
|
|
2019
Q2 | $3.49M | Sell |
30,454
-2,362
| -7% | -$271K | 1.49% | 18 |
|
|
2019
Q1 | $3.7M | Sell |
32,816
-5,825
| -15% | -$656K | 1.67% | 16 |
|
|
2018
Q4 | $4.23M | Sell |
38,641
-634
| -2% | -$69.4K | 2.11% | 11 |
|
|
2018
Q3 | $4.33M | Sell |
39,275
-45
| -0.1% | -$4.97K | 2% | 13 |
|
|
2018
Q2 | $4.43M | Buy |
39,320
+408
| +1% | +$46K | 2.18% | 13 |
|
|
2018
Q1 | $4.4M | Sell |
38,912
-1,152
| -3% | -$130K | 2.26% | 11 |
|
|
2017
Q4 | $4.53M | Sell |
40,064
-2,717
| -6% | -$307K | 2.27% | 14 |
|
|
2017
Q3 | $4.86M | Buy |
+42,781
| New | +$4.86M | 2.91% | 14 |
|