Measured Wealth Private Client Group’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $593K | Sell |
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|
2021
Q3 | $916K | Sell |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.39M | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.52M | Sell |
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|
2019
Q2 | $1.54M | Buy |
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|
2019
Q1 | $629K | Buy |
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|
2018
Q4 | $567K | Sell |
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|
2018
Q3 | $581K | Hold |
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|
2018
Q2 | $593K | Buy |
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|
2017
Q3 | $957K | Buy |
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