Refined 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-74,951
| Closed | -$7.98M | – | 29 |
|
|
2022
Q4 | $7.98M | Buy |
74,951
+1,659
| +2% | +$177K | 6.98% | 7 |
|
|
2022
Q3 | $7.69M | Buy |
73,292
+1,210
| +2% | +$127K | 6.94% | 8 |
|
|
2022
Q2 | $8.21M | Buy |
72,082
+5,226
| +8% | +$595K | 7.34% | 5 |
|
|
2022
Q1 | $8.33M | Sell |
66,856
-38,237
| -36% | -$4.76M | 7.04% | 5 |
|
|
2021
Q4 | $13.6M | Buy |
105,093
+1,510
| +1% | +$195K | 10.53% | 2 |
|
|
2021
Q3 | $13.2M | Buy |
103,583
+1,254
| +1% | +$160K | 10.71% | 3 |
|
|
2021
Q2 | $13.1M | Buy |
+102,329
| New | +$13.1M | 11% | 2 |
|