NewEdge Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,572
| Closed | -$480K | – | 567 |
|
|
2022
Q3 | $480K | Sell |
4,572
-6,403
| -58% | -$672K | 0.02% | 361 |
|
|
2022
Q2 | $1.25M | Sell |
10,975
-55,205
| -83% | -$6.29M | 0.06% | 261 |
|
|
2022
Q1 | $8.24M | Sell |
66,180
-4,239
| -6% | -$528K | 0.37% | 74 |
|
|
2021
Q4 | $9.1M | Buy |
+70,419
| New | +$9.1M | 0.38% | 68 |
|