Investment House LLC’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 |
-6,092
| Closed | -$648K | – | 185 |
|
|
2022
Q4 | $648K | Buy |
+6,092
| New | +$648K | 0.06% | 122 |
|
|
2019
Q4 | – | Sell |
-7,981
| Closed | -$928K | – | 229 |
|
|
2019
Q3 | $928K | Buy |
+7,981
| New | +$928K | 0.09% | 113 |
|
|
2018
Q2 | – | Sell |
-4,590
| Closed | -$519K | – | 197 |
|
|
2018
Q1 | $519K | Sell |
4,590
-215
| -4% | -$24.3K | 0.06% | 133 |
|
|
2017
Q4 | $548K | Hold |
4,805
| – | – | 0.07% | 134 |
|
|
2017
Q3 | $546K | Hold |
4,805
| – | – | 0.07% | 132 |
|
|
2017
Q2 | $545K | Hold |
4,805
| – | – | 0.07% | 140 |
|
|
2017
Q1 | $551K | Buy |
+4,805
| New | +$551K | 0.08% | 133 |
|