Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $7M | Sell |
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|
2021
Q3 | $7.24M | Buy |
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|
2021
Q2 | $7.08M | Sell |
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|
2021
Q1 | $7.24M | Sell |
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|
2020
Q4 | $7.58M | Sell |
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|
2020
Q3 | $11.3M | Sell |
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|
2020
Q2 | $14.7M | Sell |
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|
2020
Q1 | $42.6M | Sell |
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|
2019
Q4 | $44.7M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $6.3M | Buy |
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|
2016
Q2 | $6.25M | Buy |
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|
2016
Q1 | $6.04M | Buy |
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|
2015
Q4 | $289K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $11K | Buy |
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