Private Vista’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,812
| Closed | -$214K | – | 149 |
|
2020
Q1 | $214K | Buy |
1,812
+84
| +5% | +$9.92K | 0.08% | 123 |
|
2019
Q4 | $201K | Hold |
1,728
| – | – | 0.05% | 144 |
|
2019
Q3 | $200K | Buy |
+1,728
| New | +$200K | 0.05% | 147 |
|
2018
Q2 | – | Sell |
-1,823
| Closed | -$206K | – | 160 |
|
2018
Q1 | $206K | Buy |
+1,823
| New | +$206K | 0.06% | 132 |
|
2017
Q4 | – | Sell |
-1,785
| Closed | -$203K | – | 108 |
|
2017
Q3 | $203K | Buy |
+1,785
| New | +$203K | 0.04% | 110 |
|