Independent Wealth Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,122
| Closed | -$439K | – | 209 |
|
|
2022
Q4 | $439K | Buy |
4,122
+194
| +5% | +$20.7K | 0.3% | 78 |
|
|
2022
Q3 | $412K | Sell |
3,928
-6,876
| -64% | -$721K | 0.32% | 77 |
|
|
2022
Q2 | $1.23M | Sell |
10,804
-11,970
| -53% | -$1.36M | 0.89% | 25 |
|
|
2022
Q1 | $2.84M | Buy |
22,774
+17,117
| +303% | +$2.13M | 1.8% | 11 |
|
|
2021
Q4 | $731K | Buy |
5,657
+1,885
| +50% | +$244K | 0.45% | 57 |
|
|
2021
Q3 | $484K | Buy |
+3,772
| New | +$484K | 0.32% | 92 |
|