Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $991K | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $954K | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q3 | $3.22M | Sell |
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|
2022
Q2 | $4.3M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.19M | Buy |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $64K | Buy |
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|
2020
Q2 | $56K | Sell |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $60K | Buy |
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|
2019
Q3 | $47K | Buy |
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|
2019
Q2 | $47K | Buy |
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|
2019
Q1 | $45K | Hold |
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|
2018
Q4 | $44K | Buy |
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