Herold Advisors’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 |
-1,943
| Closed | -$214K | – | 248 |
|
|
2023
Q1 | $214K | Buy |
+1,943
| New | +$214K | 0.07% | 216 |
|
|
2022
Q2 | – | Sell |
-725
| Closed | -$90.3K | – | 626 |
|
|
2022
Q1 | $90.3K | Buy |
+725
| New | +$90.3K | 0.03% | 281 |
|
|
2021
Q4 | – | Sell |
-1,233
| Closed | -$157K | – | 603 |
|
|
2021
Q3 | $157K | Buy |
+1,233
| New | +$157K | 0.06% | 227 |
|