PAM
Peak Asset Management’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 |
-3,976
| Closed | -$495K | – | 144 |
|
|
2022
Q1 | $495K | Sell |
3,976
-3,970
| -50% | -$494K | 0.12% | 90 |
|
|
2021
Q4 | $1.03M | Sell |
7,946
-1,995
| -20% | -$258K | 0.24% | 67 |
|
|
2021
Q3 | $1.27M | Hold |
9,941
| – | – | 0.31% | 57 |
|
|
2021
Q2 | $1.27M | Hold |
9,941
| – | – | 0.32% | 57 |
|
|
2021
Q1 | $1.25M | Buy |
+9,941
| New | +$1.25M | 0.3% | 60 |
|