PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,554
| Closed | -$327K | – | 268 |
|
|
2021
Q2 | $327K | Buy |
+2,554
| New | +$327K | 0.1% | 199 |
|
|
2020
Q1 | – | Sell |
-6,352
| Closed | -$740K | – | 73 |
|
|
2019
Q4 | $740K | Hold |
6,352
| – | – | 0.84% | 31 |
|
|
2019
Q3 | $739K | Buy |
6,352
+2,200
| +53% | +$256K | 0.9% | 28 |
|
|
2019
Q2 | $480K | Hold |
4,152
| – | – | 0.53% | 36 |
|
|
2019
Q1 | $469K | Hold |
4,152
| – | – | 0.44% | 38 |
|
|
2018
Q4 | $455K | Buy |
+4,152
| New | +$455K | 0.57% | 34 |
|