Occidental Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $477K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $243K | Sell |
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|
2016
Q1 | $1.19M | Sell |
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|
2015
Q4 | $1.27M | Buy |
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|
2015
Q3 | $1.18M | Sell |
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|
2015
Q2 | $1.21M | Buy |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q4 | $966K | Sell |
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|
2014
Q3 | $970K | Hold |
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|
2014
Q2 | $998K | Buy |
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|
2014
Q1 | $800K | Buy |
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