MFM
MD Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-683,094
| Closed | -$78.9M | – | 45 |
|
|
2019
Q2 | $78.9M | Sell |
683,094
-172,994
| -20% | -$20M | 3.82% | 8 |
|
|
2019
Q1 | $96.8M | Buy |
856,088
+13,131
| +2% | +$1.48M | 4.43% | 10 |
|
|
2018
Q4 | $92.3M | Sell |
842,957
-29,668
| -3% | -$3.25M | 4.6% | 8 |
|
|
2018
Q3 | $96.5M | Buy |
872,625
+430
| +0% | +$47.6K | 4.39% | 8 |
|
|
2018
Q2 | $98.4M | Buy |
872,195
+37,333
| +4% | +$4.21M | 4.55% | 7 |
|
|
2018
Q1 | $94.4M | Buy |
834,862
+174,790
| +26% | +$19.8M | 4.52% | 6 |
|
|
2017
Q4 | $75.3M | Buy |
+660,072
| New | +$75.3M | 3.68% | 11 |
|