Heritage Wealth Management (Arizona)’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 | $399K | Buy |
3,752
+1,371
| +58% | +$146K | 0.06% | 255 |
|
|
2022
Q3 | $250K | Sell |
2,381
-238
| -9% | -$25K | 0.08% | 184 |
|
|
2022
Q2 | $298K | Sell |
2,619
-338
| -11% | -$38.5K | 0.1% | 155 |
|
|
2022
Q1 | $368K | Buy |
+2,957
| New | +$368K | 0.1% | 163 |
|
|
2021
Q3 | $71K | Buy |
553
+219
| +66% | +$28.1K | 0.03% | 405 |
|
|
2021
Q2 | $43K | Sell |
334
-14
| -4% | -$1.8K | 0.02% | 475 |
|
|
2021
Q1 | $44K | Buy |
+348
| New | +$44K | 0.02% | 395 |
|