MC
McMorgan & Co’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-291,175
| Closed | -$37.6M | – | 60 |
|
|
2021
Q4 | $37.6M | Buy |
291,175
+105,940
| +57% | +$13.7M | 6.63% | 6 |
|
|
2021
Q3 | $23.7M | Buy |
185,235
+138,131
| +293% | +$17.6M | 4.74% | 8 |
|
|
2021
Q2 | $6.03M | Buy |
+47,104
| New | +$6.03M | 1.32% | 15 |
|