Retirement Guys Formula’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
Q4 | – | Sell |
-2,170
| Closed | -$225K | – | 132 |
|
|
2023
Q3 | $225K | Buy |
2,170
+117
| +6% | +$12.1K | 0.16% | 115 |
|
|
2023
Q2 | $221K | Sell |
2,053
-58
| -3% | -$6.24K | 0.13% | 119 |
|
|
2023
Q1 | $233K | Buy |
2,111
+31
| +1% | +$3.42K | 0.17% | 115 |
|
|
2022
Q4 | $221K | Buy |
+2,080
| New | +$221K | 0.18% | 113 |
|
|
2022
Q3 | – | Sell |
-2,313
| Closed | -$263K | – | 133 |
|
|
2022
Q2 | $263K | Sell |
2,313
-19,313
| -89% | -$2.2M | 0.27% | 111 |
|
|
2022
Q1 | $2.69M | Sell |
21,626
-15,063
| -41% | -$1.88M | 1.8% | 12 |
|
|
2021
Q4 | $4.74M | Buy |
+36,689
| New | +$4.74M | 3.76% | 8 |
|