Spearhead Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,305
| Closed | -$935K | – | 199 |
|
|
2021
Q2 | $935K | Buy |
7,305
+85
| +1% | +$10.9K | 0.13% | 67 |
|
|
2021
Q1 | $906K | Hold |
7,220
| – | – | 0.13% | 64 |
|
|
2020
Q4 | $922K | Buy |
7,220
+955
| +15% | +$122K | 0.15% | 62 |
|
|
2020
Q3 | $792K | Buy |
6,265
+2,079
| +50% | +$263K | 0.15% | 63 |
|
|
2020
Q2 | $515K | Buy |
4,186
+1,547
| +59% | +$190K | 0.11% | 74 |
|
|
2020
Q1 | $311K | Buy |
+2,639
| New | +$311K | 0.09% | 84 |
|