Maltin 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
Q1
Sell
-2,512
Closed -$270K 123
2023
Q4
$270K Sell
2,512
-335
-12% -$35K 0.17% 93
2023
Q3
$295K Buy
2,847
+141
+5% +$14.9K 0.21% 88
2023
Q2
$291K Buy
2,706
+24
+0.9% +$2.61K 0.21% 87
2023
Q1
$296K Sell
2,682
-23
-0.9% -$2.49K 0.21% 84
2022
Q4
$288K Sell
2,705
-3,772
-58% -$403K 0.21% 84
2022
Q3
$679K Buy
6,477
+707
+12% +$80.1K 0.54% 63
2022
Q2
$657K Sell
5,770
-8
-0.1% -$949 0.47% 69
2022
Q1
$720K Buy
5,778
+207
+4% +$26K 0.48% 65
2021
Q4
$720K Buy
5,571
+179
+3% +$23.1K 0.43% 67
2021
Q3
$688K Sell
5,392
-113
-2% -$14.6K 0.42% 59
2021
Q2
$705K Buy
5,505
+258
+5% +$32.8K 0.43% 59
2021
Q1
$659K Sell
5,247
-239
-4% -$30.3K 0.43% 58
2020
Q4
$700K Sell
5,486
-355
-6% -$44.8K 0.49% 50
2020
Q3
$739K Buy
5,841
+65
+1% +$8.16K 0.53% 45
2020
Q2
$710K Buy
5,776
+3,683
+176% +$448K 0.54% 43
2020
Q1
$247K Buy
2,093
+2,043
+4,086% +$241K 0.21% 69
2019
Q4
$6K Buy
+50
New +$5.81K ﹤0.01% 107

Other funds holding TIP