Regal Wealth Group’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 |
-2,526
| Closed | -$269K | – | 51 |
|
|
2022
Q4 | $269K | Sell |
2,526
-114
| -4% | -$12.1K | 0.2% | 37 |
|
|
2022
Q3 | $278K | Sell |
2,640
-36,473
| -93% | -$3.84M | 0.21% | 34 |
|
|
2022
Q2 | $4.46M | Sell |
39,113
-7,321
| -16% | -$834K | 3.22% | 9 |
|
|
2022
Q1 | $5.64M | Sell |
46,434
-2,609
| -5% | -$317K | 3.52% | 9 |
|
|
2021
Q4 | $6.34M | Buy |
49,043
+1,023
| +2% | +$132K | 3.57% | 8 |
|
|
2021
Q3 | $6.13M | Buy |
48,020
+559
| +1% | +$71.4K | 3.68% | 9 |
|
|
2021
Q2 | $6.08M | Buy |
+47,461
| New | +$6.08M | 3.59% | 9 |
|