Johnson Bixby & Associates’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
Q1 | – | Sell |
-1,786
| Closed | -$231K | – | 95 |
|
2021
Q4 | $231K | Buy |
1,786
+16
| +0.9% | +$2.07K | 0.06% | 78 |
|
2021
Q3 | $226K | Sell |
1,770
-39
| -2% | -$4.98K | 0.07% | 73 |
|
2021
Q2 | $234K | Sell |
1,809
-115
| -6% | -$14.9K | 0.07% | 74 |
|
2021
Q1 | $241K | Hold |
1,924
| – | – | 0.08% | 69 |
|
2020
Q4 | $246K | Buy |
+1,924
| New | +$246K | 0.08% | 66 |
|