Great Diamond Partners’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 |
-36,520
| Closed | -$3.89M | – | 227 |
|
|
2022
Q4 | $3.89M | Sell |
36,520
-5,474
| -13% | -$583K | 1.2% | 23 |
|
|
2022
Q3 | $4.41M | Sell |
41,994
-123
| -0.3% | -$12.9K | 1.51% | 16 |
|
|
2022
Q2 | $4.8M | Buy |
42,117
+683
| +2% | +$77.8K | 1.59% | 13 |
|
|
2022
Q1 | $5.16M | Buy |
41,434
+28,477
| +220% | +$3.55M | 1.44% | 15 |
|
|
2021
Q4 | $1.67M | Buy |
+12,957
| New | +$1.67M | 0.43% | 60 |
|