Lantz Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,927
| Closed | -$727K | – | 191 |
|
|
2022
Q3 | $727K | Sell |
6,927
-710
| -9% | -$74.5K | 0.38% | 70 |
|
|
2022
Q2 | $870K | Buy |
7,637
+2,879
| +61% | +$328K | 0.39% | 66 |
|
|
2022
Q1 | $593K | Sell |
4,758
-1,623
| -25% | -$202K | 0.24% | 95 |
|
|
2021
Q4 | $824K | Buy |
6,381
+2,147
| +51% | +$277K | 0.38% | 68 |
|
|
2021
Q3 | $541K | Buy |
+4,234
| New | +$541K | 0.28% | 87 |
|