Shakespeare Wealth 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
Q2
Sell
2022
Q1
$230K Buy
2021
Q4
$220K Hold
2021
Q3
$217K Hold
2021
Q2
$219K Hold
2021
Q1
$213K Hold
2020
Q4
$217K Hold
2020
Q3
$215K Hold
2020
Q2
$209K Hold
2020
Q1
$200K Buy