JT Stratford 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 |
-2,476
| Closed | -$264K | – | 243 |
|
|
2022
Q4 | $264K | Sell |
2,476
-2,471
| -50% | -$263K | 0.08% | 190 |
|
|
2022
Q3 | $519K | Sell |
4,947
-3,200
| -39% | -$336K | 0.18% | 104 |
|
|
2022
Q2 | $928K | Sell |
8,147
-732
| -8% | -$83.4K | 0.29% | 80 |
|
|
2022
Q1 | $1.11M | Buy |
8,879
+146
| +2% | +$18.2K | 0.32% | 75 |
|
|
2021
Q4 | $1.13M | Buy |
8,733
+3,471
| +66% | +$448K | 0.31% | 79 |
|
|
2021
Q3 | $672K | Buy |
+5,262
| New | +$672K | 0.21% | 104 |
|