Marcuard Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.15M | Sell |
10,250
-1,200
| -10% | -$135K | 2.47% | 10 |
|
|
2014
Q2 | $1.32M | Hold |
11,450
| – | – | 2.98% | 6 |
|
|
2014
Q1 | $1.28M | Buy |
11,450
+100
| +0.9% | +$11.2K | 3.11% | 7 |
|
|
2013
Q4 | $1.25M | Sell |
11,350
-500
| -4% | -$54.9K | 2.68% | 10 |
|
|
2013
Q3 | $1.33M | Sell |
11,850
-560
| -5% | -$63K | 2.55% | 12 |
|
|
2013
Q2 | $1.39M | Buy |
+12,410
| New | +$1.39M | 2.23% | 14 |
|