Shakespeare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,871
| Closed | -$230K | – | 76 |
|
|
2022
Q1 | $230K | Buy |
1,871
+171
| +10% | +$21K | 0.08% | 70 |
|
|
2021
Q4 | $220K | Hold |
1,700
| – | – | 0.08% | 69 |
|
|
2021
Q3 | $217K | Hold |
1,700
| – | – | 0.08% | 69 |
|
|
2021
Q2 | $219K | Hold |
1,700
| – | – | 0.08% | 68 |
|
|
2021
Q1 | $213K | Hold |
1,700
| – | – | 0.09% | 69 |
|
|
2020
Q4 | $217K | Hold |
1,700
| – | – | 0.09% | 68 |
|
|
2020
Q3 | $215K | Hold |
1,700
| – | – | 0.11% | 65 |
|
|
2020
Q2 | $209K | Hold |
1,700
| – | – | 0.12% | 63 |
|
|
2020
Q1 | $200K | Buy |
+1,700
| New | +$200K | 0.14% | 56 |
|