Rede Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,944
| Closed | -$209K | – | 95 |
|
|
2023
Q2 | $209K | Sell |
1,944
-1,082
| -36% | -$116K | 0.1% | 95 |
|
|
2023
Q1 | $334K | Buy |
+3,026
| New | +$334K | 0.17% | 68 |
|
|
2022
Q4 | – | Sell |
-2,177
| Closed | -$228K | – | 96 |
|
|
2022
Q3 | $228K | Sell |
2,177
-708
| -25% | -$74.2K | 0.14% | 83 |
|
|
2022
Q2 | $328K | Sell |
2,885
-5,197
| -64% | -$591K | 0.19% | 70 |
|
|
2022
Q1 | $1.01M | Buy |
8,082
+1,100
| +16% | +$137K | 0.47% | 26 |
|
|
2021
Q4 | $902K | Buy |
6,982
+893
| +15% | +$115K | 0.45% | 32 |
|
|
2021
Q3 | $777K | Buy |
6,089
+2,327
| +62% | +$297K | 0.41% | 36 |
|
|
2021
Q2 | $481K | Buy |
+3,762
| New | +$481K | 0.26% | 57 |
|