Montag & Associates’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
Q4 | – | Sell |
-430
| Closed | -$44.6K | – | 939 |
|
|
2023
Q3 | $44.6K | Hold |
430
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $46.3K | Hold |
430
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $47.4K | Hold |
430
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $45.8K | Hold |
430
| – | – | ﹤0.01% | 557 |
|
|
2022
Q3 | $45K | Buy |
+430
| New | +$45K | ﹤0.01% | 553 |
|