Landsberg Bennett & Dubbaneh’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
2021
Q3
$7.98M Sell
62,450
-2,019
-3% -$258K 1.02% 18
2021
Q2
$8.24M Buy
64,469
+3,393
+6% +$434K 1.07% 18
2021
Q1
$7.67M Buy
61,076
+10,605
+21% +$1.33M 1.1% 16
2020
Q4
$6.44M Buy
+50,471
New +$6.44M 0.99% 21
2019
Q1
Sell
-37,127
Closed -$4.07M 236
2018
Q4
$4.07M Buy
+37,127
New +$4.07M 1.56% 6