IBEX 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
Q1 | – | Sell |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $468K | Sell |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.48M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $193K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $228K | Sell |
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|
2017
Q2 | $229K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $232K | Buy |
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|
2016
Q3 | $226K | Buy |
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