Security National Trust’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
Q3 | $332K | Hold |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $213K | Hold |
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|
2020
Q2 | $207K | Hold |
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|
2020
Q1 | $199K | Hold |
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|
2019
Q4 | $197K | Sell |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $261K | Hold |
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|
2018
Q3 | $264K | Sell |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $295K | Sell |
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|
2017
Q4 | $323K | Sell |
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|
2017
Q3 | $406K | Buy |
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|
2017
Q2 | $392K | Sell |
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|
2017
Q1 | $411K | Hold |
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|
2016
Q4 | $406K | Hold |
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|
2016
Q3 | $418K | Hold |
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|
2016
Q2 | $418K | Hold |
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|
2016
Q1 | $411K | Hold |
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|
2015
Q4 | $393K | Hold |
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|
2015
Q3 | $397K | Sell |
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|
2015
Q2 | $512K | Buy |
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|
2015
Q1 | $501K | Hold |
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|
2014
Q4 | $494K | Hold |
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|
2014
Q3 | $495K | Hold |
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|
2014
Q2 | $509K | Hold |
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|
2014
Q1 | $495K | Sell |
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|
2013
Q4 | $487K | Buy |
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|
2013
Q3 | $388K | Hold |
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|
2013
Q2 | $387K | Buy |
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