Moulton Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $5.18M | Hold |
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|
2022
Q1 | $5.18M | Sell |
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|
2021
Q4 | $5.55M | Sell |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $7.13M | Buy |
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|
2021
Q1 | $6.46M | Buy |
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|
2020
Q4 | $5.24M | Sell |
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|
2020
Q3 | $9.99M | Buy |
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|
2020
Q2 | $6.24M | Buy |
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|
2020
Q1 | $559K | Sell |
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|
2019
Q4 | $4.61M | Buy |
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