High Net Worth Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-700
| Closed | -$74.5K | – | 542 |
|
|
2022
Q4 | $74.5K | Sell |
700
-15
| -2% | -$1.6K | 0.03% | 273 |
|
|
2022
Q3 | $75K | Buy |
715
+15
| +2% | +$1.57K | 0.03% | 269 |
|
|
2022
Q2 | $80K | Hold |
700
| – | – | 0.03% | 266 |
|
|
2022
Q1 | $87K | Sell |
700
-200
| -22% | -$24.9K | 0.03% | 265 |
|
|
2021
Q4 | $116K | Buy |
+900
| New | +$116K | 0.04% | 234 |
|