Harper Investing’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
Q2 | – | Sell |
-2,464
| Closed | -$272K | – | 20 |
|
2023
Q1 | $272K | Sell |
2,464
-4,719
| -66% | -$520K | 0.34% | 19 |
|
2022
Q4 | $765K | Sell |
7,183
-10,460
| -59% | -$1.11M | 0.94% | 18 |
|
2022
Q3 | $1.83M | Sell |
17,643
-238
| -1% | -$24.7K | 1.87% | 17 |
|
2022
Q2 | $2.04M | Buy |
17,881
+77
| +0.4% | +$8.77K | 2.07% | 15 |
|
2022
Q1 | $2.22M | Buy |
+17,804
| New | +$2.22M | 2.06% | 15 |
|