Stellar Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $546K | Buy |
4,442
+595
| +15% | +$73.1K | 0.37% | 49 |
|
|
2020
Q1 | $454K | Buy |
3,847
+105
| +3% | +$12.4K | 0.37% | 51 |
|
|
2019
Q4 | $436K | Buy |
3,742
+35
| +0.9% | +$4.08K | 0.26% | 63 |
|
|
2019
Q3 | $431K | Buy |
3,707
+125
| +3% | +$14.5K | 0.28% | 60 |
|
|
2019
Q2 | $405K | Hold |
3,582
| – | – | 0.26% | 68 |
|
|
2019
Q1 | $405K | Sell |
3,582
-1,690
| -32% | -$191K | 0.26% | 68 |
|
|
2018
Q4 | $578K | Buy |
+5,272
| New | +$578K | 0.45% | 50 |
|