SAS
SMI Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-48,615
| Closed | -$5.16M | – | 60 |
|
2024
Q4 | $5.16M | Sell |
48,615
-2,464
| -5% | -$262K | 1.19% | 20 |
|
2024
Q3 | $5.59M | Buy |
51,079
+697
| +1% | +$76.2K | 1.24% | 23 |
|
2024
Q2 | $5.38M | Buy |
50,382
+13,570
| +37% | +$1.45M | 1.33% | 21 |
|
2024
Q1 | $3.93M | Buy |
+36,812
| New | +$3.93M | 1.1% | 28 |
|