Lake Street Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $979K | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $5.59M | Buy |
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|
2021
Q3 | $5.31M | Buy |
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|
2021
Q2 | $5.09M | Buy |
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|
2021
Q1 | $4.8M | Sell |
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|
2020
Q4 | $5.02M | Buy |
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|
2020
Q3 | $4.88M | Sell |
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|
2020
Q2 | $4.77M | Buy |
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|
2020
Q1 | $3.69M | Buy |
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|
2019
Q4 | $2.87M | Buy |
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|
2019
Q3 | $2.71M | Buy |
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