Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,050
| Closed | -$219K | – | 276 |
|
|
2024
Q2 | $219K | Buy |
2,050
+36
| +2% | +$3.84K | 0.03% | 243 |
|
|
2024
Q1 | $216K | Buy |
2,014
+116
| +6% | +$12.5K | 0.03% | 260 |
|
|
2023
Q4 | $204K | Sell |
1,898
-753
| -28% | -$80.9K | 0.03% | 255 |
|
|
2023
Q3 | $275K | Buy |
+2,651
| New | +$275K | 0.05% | 213 |
|
|
2023
Q1 | – | Sell |
-2,717
| Closed | -$289K | – | 260 |
|
|
2022
Q4 | $289K | Sell |
2,717
-771
| -22% | -$82.1K | 0.05% | 202 |
|
|
2022
Q3 | $366K | Sell |
3,488
-922
| -21% | -$96.7K | 0.07% | 172 |
|
|
2022
Q2 | $502K | Buy |
+4,410
| New | +$502K | 0.1% | 156 |
|