HHGA
Halbert Hargrove Global Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-586
| Closed | -$66K | – | 157 |
|
|
2015
Q2 | $66K | Buy |
+586
| New | +$66K | 0.02% | 177 |
|
|
2014
Q4 | – | Sell |
-585
| Closed | -$66K | – | 149 |
|
|
2014
Q3 | $66K | Buy |
+585
| New | +$66K | 0.02% | 143 |
|
|
2014
Q2 | – | Sell |
-576
| Closed | -$65K | – | 139 |
|
|
2014
Q1 | $65K | Buy |
+576
| New | +$65K | 0.02% | 120 |
|
|
2013
Q4 | – | Sell |
-1,931
| Closed | -$217K | – | 134 |
|
|
2013
Q3 | $217K | Sell |
1,931
-6,037
| -76% | -$678K | 0.07% | 98 |
|
|
2013
Q2 | $892K | Buy |
+7,968
| New | +$892K | 0.33% | 20 |
|