PCG
Prosperity Consulting Group’s iShares TIPS Bond ETF TIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $369K | Sell |
3,353
-13,238
| -80% | -$1.46M | 0.03% | 345 |
|
2025
Q1 | $1.84M | Buy |
16,591
+6,973
| +72% | +$775K | 0.14% | 153 |
|
2024
Q4 | $1.02M | Sell |
9,618
-6,539
| -40% | -$697K | 0.08% | 222 |
|
2024
Q3 | $1.78M | Buy |
16,157
+5,508
| +52% | +$608K | 0.14% | 167 |
|
2024
Q2 | $1.14M | Sell |
10,649
-5,494
| -34% | -$587K | 0.15% | 124 |
|
2024
Q1 | $1.73M | Buy |
+16,143
| New | +$1.73M | 0.22% | 111 |
|
2022
Q4 | – | Sell |
-2,807
| Closed | -$294K | – | 104 |
|
2022
Q3 | $294K | Buy |
+2,807
| New | +$294K | 0.24% | 75 |
|