Maripau Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,282
| Closed | -$244K | – | 124 |
|
|
2024
Q2 | $244K | Sell |
2,282
-213
| -9% | -$22.7K | 0.17% | 124 |
|
|
2024
Q1 | $268K | Sell |
2,495
-1,227
| -33% | -$132K | 0.2% | 104 |
|
|
2023
Q4 | $400K | Sell |
3,722
-657
| -15% | -$70.6K | 0.35% | 59 |
|
|
2023
Q3 | $454K | Buy |
+4,379
| New | +$454K | 0.42% | 54 |
|
|
2022
Q4 | – | Sell |
-2,179
| Closed | -$232K | – | 86 |
|
|
2022
Q3 | $232K | Sell |
2,179
-2,147
| -50% | -$229K | 0.25% | 73 |
|
|
2022
Q2 | $507K | Buy |
4,326
+401
| +10% | +$47K | 0.55% | 42 |
|
|
2022
Q1 | $470K | Buy |
3,925
+614
| +19% | +$73.5K | 0.42% | 53 |
|
|
2021
Q4 | $407K | Buy |
+3,311
| New | +$407K | 0.39% | 56 |
|