RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $752K | Buy |
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|
2023
Q3 | $697K | Sell |
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|
2023
Q2 | $6.28M | Buy |
|
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|
2023
Q1 | $5.76M | Buy |
|
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|
2022
Q4 | $4.71M | Buy |
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|
2022
Q3 | $4.46M | Buy |
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|
2022
Q2 | $4.45M | Sell |
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|
2022
Q1 | $5.25M | Buy |
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|
2021
Q4 | $4.74M | Buy |
|
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.56M | Sell |
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|
2020
Q2 | $1.9M | Sell |
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|
2020
Q1 | $1.89M | Sell |
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|
2019
Q4 | $3.05M | Sell |
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|
2019
Q3 | $3.87M | Buy |
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|
2019
Q2 | $3.2M | Sell |
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|
2019
Q1 | $3.19M | Buy |
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|
2018
Q4 | $107K | Buy |
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|
2018
Q3 | $39.2K | Buy |
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|
2018
Q2 | $19K | Sell |
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|
2018
Q1 | $34.7K | Buy |
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|
2017
Q4 | $15.4K | Hold |
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|
2017
Q3 | $15.3K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $68.9K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $105K | Buy |
|