Legacy Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,624
| Closed | -$207K | – | 125 |
|
|
2020
Q4 | $207K | Hold |
1,624
| – | – | 0.12% | 107 |
|
|
2020
Q3 | $205K | Hold |
1,624
| – | – | 0.14% | 100 |
|
|
2020
Q2 | $200K | Buy |
+1,624
| New | +$200K | 0.16% | 97 |
|
|
2019
Q4 | – | Sell |
-1,805
| Closed | -$210K | – | 136 |
|
|
2019
Q3 | $210K | Buy |
1,805
+19
| +1% | +$2.21K | 0.16% | 102 |
|
|
2019
Q2 | $206K | Sell |
1,786
-1,832
| -51% | -$211K | 0.14% | 107 |
|
|
2019
Q1 | $410K | Buy |
+3,618
| New | +$410K | 0.13% | 114 |
|