IA
Insight Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,882
| Closed | -$202K | – | 302 |
|
|
2024
Q1 | $202K | Hold |
1,882
| – | – | 0.04% | 281 |
|
|
2023
Q4 | $202K | Sell |
1,882
-610
| -24% | -$65.6K | 0.04% | 271 |
|
|
2023
Q3 | $258K | Sell |
2,492
-61
| -2% | -$6.33K | 0.06% | 230 |
|
|
2023
Q2 | $275K | Sell |
2,553
-84
| -3% | -$9.04K | 0.06% | 228 |
|
|
2023
Q1 | $291K | Sell |
2,637
-1,517
| -37% | -$167K | 0.07% | 226 |
|
|
2022
Q4 | $444K | Sell |
4,154
-324
| -7% | -$34.6K | 0.16% | 179 |
|
|
2022
Q3 | $470K | Sell |
4,478
-5
| -0.1% | -$525 | 0.18% | 141 |
|
|
2022
Q2 | $522K | Sell |
4,483
-477
| -10% | -$55.5K | 0.18% | 147 |
|
|
2022
Q1 | $618K | Buy |
4,960
+54
| +1% | +$6.73K | 0.19% | 138 |
|
|
2021
Q4 | $634K | Sell |
4,906
-894
| -15% | -$116K | 0.19% | 132 |
|
|
2021
Q3 | $749K | Sell |
5,800
-14
| -0.2% | -$1.81K | 0.22% | 117 |
|
|
2021
Q2 | $755K | Sell |
5,814
-722
| -11% | -$93.8K | 0.24% | 111 |
|
|
2021
Q1 | $830K | Sell |
6,536
-225
| -3% | -$28.6K | 0.26% | 107 |
|
|
2020
Q4 | $863K | Buy |
+6,761
| New | +$863K | 0.33% | 83 |
|