Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.68M | Buy |
52,342
+26,243
| +101% | +$3.35M | 0.45% | 39 |
|
|
2021
Q2 | $3.34M | Sell |
26,099
-6,905
| -21% | -$884K | 0.22% | 94 |
|
|
2021
Q1 | $4.14M | Sell |
33,004
-87
| -0.3% | -$10.9K | 0.3% | 76 |
|
|
2020
Q4 | $4.22M | Sell |
33,091
-6,225
| -16% | -$795K | 0.32% | 72 |
|
|
2020
Q3 | $4.9M | Sell |
39,316
-2,133
| -5% | -$266K | 0.43% | 46 |
|
|
2020
Q2 | $5.1M | Sell |
41,449
-7,312
| -15% | -$899K | 0.49% | 37 |
|
|
2020
Q1 | $5.75M | Buy |
48,761
+13,576
| +39% | +$1.6M | 0.66% | 27 |
|
|
2019
Q4 | $4.1M | Buy |
35,185
+29,911
| +567% | +$3.49M | 0.38% | 59 |
|
|
2019
Q3 | $613K | Buy |
5,274
+1,026
| +24% | +$119K | 0.07% | 302 |
|
|
2019
Q2 | $491K | Sell |
4,248
-692
| -14% | -$80K | 0.05% | 376 |
|
|
2019
Q1 | $559K | Sell |
4,940
-110
| -2% | -$12.4K | 0.06% | 331 |
|
|
2018
Q4 | $553K | Buy |
+5,050
| New | +$553K | 0.07% | 302 |
|