HHM Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-277
Closed -$30.5K 855
2023
Q1
$30.5K Hold
277
0.01% 350
2022
Q4
$29.5K Buy
+277
New +$29.6K 0.01% 311
2022
Q3
Sell
-1,406
Closed -$160K 803
2022
Q2
$160K Hold
1,406
0.04% 145
2022
Q1
$175K Sell
1,406
-52
-4% -$6.54K 0.04% 156
2021
Q4
$188K Hold
1,458
0.05% 142
2021
Q3
$186K Hold
1,458
0.05% 132
2021
Q2
$187K Hold
1,458
0.05% 137
2021
Q1
$183K Hold
1,458
0.06% 122
2020
Q4
$186K Hold
1,458
0.06% 108
2020
Q3
$184K Hold
1,458
0.07% 95
2020
Q2
$179K Buy
1,458
+377
+35% +$45.8K 0.07% 91
2020
Q1
$127K Buy
+1,081
New +$127K 0.06% 102

Other funds holding TIP