Monument Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-52,993
| Closed | -$5.89M | – | 236 |
|
2025
Q1 | $5.89M | Buy |
+52,993
| New | +$5.89M | 1.81% | 10 |
|
2022
Q1 | – | Sell |
-4,229
| Closed | -$546K | – | 158 |
|
2021
Q4 | $546K | Sell |
4,229
-1,068
| -20% | -$138K | 0.17% | 107 |
|
2021
Q3 | $676K | Sell |
5,297
-1,061
| -17% | -$135K | 0.23% | 91 |
|
2021
Q2 | $814K | Buy |
6,358
+54
| +0.9% | +$6.91K | 0.28% | 81 |
|
2021
Q1 | $791K | Buy |
+6,304
| New | +$791K | 0.32% | 72 |
|