Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,815
| Closed | -$600K | – | 246 |
|
|
2022
Q1 | $600K | Sell |
4,815
-700
| -13% | -$87.2K | 0.14% | 120 |
|
|
2021
Q4 | $713K | Hold |
5,515
| – | – | 0.17% | 110 |
|
|
2021
Q3 | $704K | Sell |
5,515
-175
| -3% | -$22.3K | 0.17% | 111 |
|
|
2021
Q2 | $728K | Sell |
5,690
-200
| -3% | -$25.6K | 0.18% | 110 |
|
|
2021
Q1 | $739K | Sell |
5,890
-438
| -7% | -$55K | 0.2% | 93 |
|
|
2020
Q4 | $808K | Sell |
6,328
-750
| -11% | -$95.7K | 0.25% | 79 |
|
|
2020
Q3 | $895K | Sell |
7,078
-525
| -7% | -$66.4K | 0.34% | 56 |
|
|
2020
Q2 | $935K | Hold |
7,603
| – | – | 0.4% | 51 |
|
|
2020
Q1 | $897K | Buy |
7,603
+42
| +0.6% | +$4.95K | 0.5% | 44 |
|
|
2019
Q4 | $881K | Buy |
+7,561
| New | +$881K | 0.39% | 50 |
|