Midwest Heritage Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,782
| Closed | -$296K | – | 61 |
|
|
2022
Q4 | $296K | Sell |
2,782
-659
| -19% | -$70.1K | 0.29% | 50 |
|
|
2022
Q3 | $361K | Sell |
3,441
-508
| -13% | -$53.3K | 0.38% | 45 |
|
|
2022
Q2 | $450K | Sell |
3,949
-1,675
| -30% | -$191K | 0.41% | 40 |
|
|
2022
Q1 | $701K | Sell |
5,624
-10,509
| -65% | -$1.31M | 0.55% | 31 |
|
|
2021
Q4 | $2.08M | Buy |
+16,133
| New | +$2.08M | 2.02% | 16 |
|