Meridian Wealth 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
Q4 | – | Sell |
-5,273
| Closed | -$553K | – | 197 |
|
|
2022
Q3 | $553K | Sell |
5,273
-251
| -5% | -$26.3K | 0.16% | 104 |
|
|
2022
Q2 | $629K | Sell |
5,524
-2,233
| -29% | -$254K | 0.17% | 105 |
|
|
2022
Q1 | $966K | Sell |
7,757
-3,019
| -28% | -$376K | 0.22% | 89 |
|
|
2021
Q4 | $1.39M | Buy |
10,776
+2
| +0% | +$258 | 0.34% | 67 |
|
|
2021
Q3 | $1.38M | Buy |
10,774
+105
| +1% | +$13.4K | 0.38% | 65 |
|
|
2021
Q2 | $1.37M | Buy |
10,669
+4,982
| +88% | +$638K | 0.39% | 63 |
|
|
2021
Q1 | $714K | Buy |
+5,687
| New | +$714K | 0.24% | 83 |
|