SHA
Smith Hayes Advisers’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $3.37M | Buy |
29,426
+84
| +0.3% | +$9.63K | 0.69% | 40 |
|
|
2015
Q4 | $3.22M | Sell |
29,342
-1,270
| -4% | -$139K | 0.68% | 41 |
|
|
2015
Q3 | $3.39M | Buy |
30,612
+19,328
| +171% | +$2.14M | 0.73% | 37 |
|
|
2015
Q2 | $1.26M | Buy |
11,284
+140
| +1% | +$15.7K | 0.25% | 118 |
|
|
2015
Q1 | $1.27M | Hold |
11,144
| – | – | 0.25% | 115 |
|
|
2014
Q4 | $1.25M | Buy |
11,144
+1,500
| +16% | +$168K | 0.26% | 113 |
|
|
2014
Q3 | $1.08M | Sell |
9,644
-595
| -6% | -$66.7K | 0.25% | 114 |
|
|
2014
Q2 | $1.18M | Sell |
10,239
-10
| -0.1% | -$1.15K | 0.28% | 115 |
|
|
2014
Q1 | $1.15M | Buy |
+10,249
| New | +$1.15M | 0.28% | 112 |
|