Goelzer Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $652K | Buy |
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|
2021
Q1 | $594K | Sell |
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|
2020
Q4 | $638K | Sell |
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|
2020
Q3 | $666K | Sell |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $4.22M | Sell |
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|
2019
Q4 | $11.7M | Buy |
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|
2019
Q3 | $10.6M | Buy |
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|
2019
Q2 | $10.5M | Buy |
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|
2019
Q1 | $9.02M | Buy |
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|
2018
Q4 | $7.73M | Sell |
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|
2018
Q3 | $8.09M | Buy |
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|
2018
Q2 | $8.05M | Sell |
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|
2018
Q1 | $8.98M | Buy |
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|
2017
Q4 | $8.67M | Buy |
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|
2017
Q3 | $8.39M | Buy |
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|
2017
Q2 | $8.07M | Buy |
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|
2017
Q1 | $7.55M | Buy |
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|
2016
Q4 | $6.88M | Buy |
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|
2016
Q3 | $5.48M | Buy |
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|
2016
Q2 | $5.35M | Buy |
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|
2016
Q1 | $4.72M | Buy |
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|
2015
Q4 | $329K | Buy |
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|
2015
Q3 | $277K | Sell |
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|
2015
Q2 | $322K | Buy |
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|
2015
Q1 | $321K | Hold |
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|
2014
Q4 | $316K | Buy |
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|
2014
Q3 | $280K | Sell |
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|
2014
Q2 | $306K | Buy |
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|
2014
Q1 | $280K | Hold |
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|
2013
Q4 | $275K | Hold |
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|
2013
Q3 | $281K | Sell |
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|
2013
Q2 | $595K | Buy |
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