Reilly Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $987K | Buy |
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2021
Q3 | $975K | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $995K | Hold |
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|
2020
Q3 | $986K | Sell |
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|
2020
Q2 | $967K | Buy |
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|
2020
Q1 | $927K | Buy |
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|
2019
Q4 | $910K | Buy |
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|
2019
Q3 | $876K | Sell |
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|
2019
Q2 | $877K | Buy |
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|
2019
Q1 | $854K | Sell |
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|
2018
Q4 | $891K | Sell |
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|
2018
Q3 | $1.28M | Hold |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.4M | Hold |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1.29M | Sell |
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|
2017
Q2 | $1.32M | Buy |
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|
2017
Q1 | $1.26M | Sell |
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|
2016
Q4 | $1.26M | Sell |
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|
2016
Q3 | $1.34M | Sell |
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|
2016
Q2 | $1.41M | Sell |
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|
2016
Q1 | $1.45M | Sell |
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|
2015
Q4 | $1.48M | Buy |
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|
2015
Q3 | $1.46M | Sell |
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|
2015
Q2 | $1.48M | Sell |
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|
2015
Q1 | $1.53M | Buy |
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|
2014
Q4 | $1.51M | Sell |
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|
2014
Q3 | $1.56M | Sell |
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|
2014
Q2 | $1.65M | Buy |
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|
2014
Q1 | $1.59M | Sell |
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|
2013
Q4 | $1.6M | Sell |
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|
2013
Q3 | $1.69M | Sell |
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|
2013
Q2 | $1.8M | Buy |
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