JSAM
J. Safra Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,535
| Closed | -$377K | – | 362 |
|
|
2024
Q4 | $377K | Buy |
+3,535
| New | +$377K | 0.03% | 74 |
|
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$229K | – | 254 |
|
|
2016
Q1 | $229K | Hold |
2,000
| – | – | 0.19% | 93 |
|
|
2015
Q4 | $219K | Buy |
+2,000
| New | +$219K | 0.17% | 89 |
|