ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $75.6K | Sell |
708
-557
| -44% | -$59.5K | 0.05% | 198 |
|
|
2024
Q1 | $136K | Sell |
1,265
-587
| -32% | -$63.1K | 0.03% | 340 |
|
|
2023
Q4 | $199K | Sell |
1,852
-3,783
| -67% | -$407K | 0.04% | 252 |
|
|
2023
Q3 | $584K | Sell |
5,635
-1,722
| -23% | -$179K | 0.16% | 119 |
|
|
2023
Q2 | $792K | Sell |
7,357
-2,030
| -22% | -$218K | 0.2% | 97 |
|
|
2023
Q1 | $1.03M | Sell |
9,387
-1,827
| -16% | -$201K | 0.25% | 95 |
|
|
2022
Q4 | $1.19M | Buy |
11,214
+3,509
| +46% | +$374K | 0.28% | 90 |
|
|
2022
Q3 | $808K | Buy |
7,705
+1,460
| +23% | +$153K | 0.17% | 133 |
|
|
2022
Q2 | $721K | Buy |
6,245
+2,832
| +83% | +$327K | 0.13% | 153 |
|
|
2022
Q1 | $401K | Buy |
+3,413
| New | +$401K | 0.08% | 225 |
|