MBA Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,413
| Closed | -$674K | – | 150 |
|
|
2022
Q1 | $674K | Sell |
5,413
-1,041
| -16% | -$130K | 0.42% | 65 |
|
|
2021
Q4 | $834K | Sell |
6,454
-722
| -10% | -$93.3K | 0.52% | 53 |
|
|
2021
Q3 | $916K | Sell |
7,176
-1,380
| -16% | -$176K | 0.68% | 41 |
|
|
2021
Q2 | $1.1K | Sell |
8,556
-3,616
| -30% | -$463 | 0.51% | 38 |
|
|
2021
Q1 | $1.53K | Buy |
+12,172
| New | +$1.53K | 0.84% | 24 |
|