Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-123
| Closed | -$12.8K | – | 483 |
|
|
2023
Q3 | $12.8K | Buy |
+123
| New | +$12.8K | ﹤0.01% | 445 |
|
|
2014
Q2 | – | Sell |
-145,357
| Closed | -$15.3M | – | 279 |
|
|
2014
Q1 | $15.3M | Buy |
+145,357
| New | +$15.3M | 4.29% | 1 |
|
|
2013
Q4 | – | Sell |
-104,750
| Closed | -$11M | – | 275 |
|
|
2013
Q3 | $11M | Buy |
+104,750
| New | +$11M | 3.59% | 1 |
|