Kaydan Wealth Management’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
Q3 | – | Sell |
-7,958
| Closed | -$856K | – | 97 |
|
|
2023
Q2 | $856K | Buy |
7,958
+1,662
| +26% | +$179K | 0.36% | 32 |
|
|
2023
Q1 | $694K | Sell |
6,296
-299
| -5% | -$33K | 0.28% | 36 |
|
|
2022
Q4 | $702K | Sell |
6,595
-144
| -2% | -$15.3K | 0.28% | 37 |
|
|
2022
Q3 | $707K | Buy |
6,739
+294
| +5% | +$30.8K | 0.39% | 35 |
|
|
2022
Q2 | $734K | Sell |
6,445
-340
| -5% | -$38.7K | 0.41% | 35 |
|
|
2022
Q1 | $845K | Buy |
6,785
+32
| +0.5% | +$3.99K | 0.37% | 39 |
|
|
2021
Q4 | $872K | Buy |
+6,753
| New | +$872K | 0.33% | 39 |
|