LeJeune Puetz Investment Counsel’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
Q1 | $326K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $347K | Buy |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $360K | Sell |
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|
2019
Q1 | $386K | Hold |
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|
2018
Q4 | $374K | Sell |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $441K | Sell |
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|
2018
Q1 | $691K | Hold |
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|
2017
Q4 | $697K | Buy |
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|
2017
Q3 | $694K | Buy |
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|
2017
Q2 | $676K | Sell |
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|
2017
Q1 | $715K | Hold |
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|
2016
Q4 | $705K | Buy |
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