Icon Wealth Partners’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
Q3 | $2.38M | Buy |
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2023
Q2 | $259K | Sell |
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2023
Q1 | $269K | Buy |
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|
2022
Q2 | $7.72M | Buy |
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|
2022
Q1 | $4.99M | Sell |
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|
2021
Q4 | $8.19M | Buy |
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|
2021
Q3 | $5.98M | Buy |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $192K | Sell |
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|
2018
Q4 | $263K | Sell |
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|
2018
Q3 | $457K | Sell |
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|
2018
Q2 | $525K | Sell |
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|
2018
Q1 | $763K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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