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 |
|