P.J. Schmidt Investment Management (PJS)’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,293
| Closed | -$278K | – | 185 |
|
|
2022
Q1 | $278K | Sell |
2,293
-131
| -5% | -$15.9K | 0.06% | 153 |
|
|
2021
Q4 | $307K | Buy |
2,424
+331
| +16% | +$41.9K | 0.06% | 150 |
|
|
2021
Q3 | $271K | Hold |
2,093
| – | – | 0.05% | 154 |
|
|
2021
Q2 | $271K | Buy |
2,093
+40
| +2% | +$5.18K | 0.05% | 155 |
|
|
2021
Q1 | $261K | Hold |
2,053
| – | – | 0.05% | 150 |
|
|
2020
Q4 | $263K | Hold |
2,053
| – | – | 0.06% | 140 |
|
|
2020
Q3 | $259K | Buy |
+2,053
| New | +$259K | 0.06% | 130 |
|