Sensible Financial Planning & Management’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
2022
Q4
Sell
-3,078
Closed -$323K 41
2022
Q3
$323K Sell
3,078
-1,740
-36% -$197K 0.08% 37
2022
Q2
$549K Buy
4,818
+1,383
+40% +$164K 0.14% 37
2022
Q1
$428K Buy
3,435
+41
+1% +$5.16K 0.11% 34
2021
Q4
$439K Sell
3,394
-1,594
-32% -$206K 0.12% 35
2021
Q3
$637K Buy
4,988
+137
+3% +$17.7K 0.21% 33
2021
Q2
$621K Buy
4,851
+198
+4% +$25.2K 0.21% 33
2021
Q1
$584K Buy
4,653
+1,210
+35% +$153K 0.21% 32
2020
Q4
$439K Buy
3,443
+451
+15% +$56.9K 0.16% 34
2020
Q3
$378K Sell
2,992
-438
-13% -$55K 0.15% 32
2020
Q2
$422K Sell
3,430
-254
-7% -$30.9K 0.18% 30
2020
Q1
$434K Sell
3,684
-537
-13% -$63.3K 0.21% 28
2019
Q4
$492K Buy
4,221
+1
+0% +$116 0.21% 29
2019
Q3
$491K Buy
4,220
+88
+2% +$10.2K 0.21% 27
2019
Q2
$477K Sell
4,132
-146
-3% -$16.6K 0.2% 26
2019
Q1
$484K Hold
4,278
0.22% 25
2018
Q4
$469K Sell
4,278
-631
-13% -$68.9K 0.23% 24
2018
Q3
$543K Buy
4,909
+499
+11% +$55.7K 0.25% 22
2018
Q2
$498K Sell
4,410
-807
-15% -$90.6K 0.24% 22
2018
Q1
$590K Buy
5,217
+85
+2% +$9.57K 0.28% 21
2017
Q4
$586K Sell
5,132
-230
-4% -$26.2K 0.3% 19
2017
Q3
$609K Sell
5,362
-672
-11% -$76.5K 0.34% 18
2017
Q2
$684K Buy
6,034
+92
+2% +$10.5K 0.43% 17
2017
Q1
$681K Sell
5,942
-56
-0.9% -$6.38K 0.44% 16
2016
Q4
$679K Sell
5,998
-604
-9% -$69K 0.47% 16
2016
Q3
$769K Buy
6,602
+112
+2% +$13K 0.53% 15
2016
Q2
$757K Sell
6,490
-366
-5% -$42K 0.53% 16
2016
Q1
$786K Sell
6,856
-386
-5% -$43.1K 0.57% 14
2015
Q4
$794K Sell
7,242
-561
-7% -$62K 0.6% 14
2015
Q3
$864K Sell
7,803
-813
-9% -$90.7K 0.68% 14
2015
Q2
$965K Sell
8,616
-582
-6% -$65.8K 0.79% 14
2015
Q1
$1.04M Sell
9,198
-3,755
-29% -$426K 0.95% 16
2014
Q4
$1.45M Buy
12,953
+216
+2% +$24.4K 1.48% 13
2014
Q3
$972K Buy
+12,737
New +$1.46M 0.85% 15

Other funds holding TIP