Gries Financial’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,203
| Closed | -$231K | – | 161 |
|
2022
Q3 | $231K | Buy |
+2,203
| New | +$231K | 0.1% | 135 |
|
2022
Q2 | – | Sell |
-2,516
| Closed | -$313K | – | 154 |
|
2022
Q1 | $313K | Sell |
2,516
-21,609
| -90% | -$2.69M | 0.12% | 130 |
|
2021
Q4 | $3.12M | Buy |
24,125
+7,376
| +44% | +$953K | 1.27% | 15 |
|
2021
Q3 | $2.14M | Buy |
+16,749
| New | +$2.14M | 0.67% | 42 |
|