Stonebridge Financial Planning Group’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $330K | Sell |
|
|||||
|
2023
Q2 | $533K | Sell |
|
|||||
|
2023
Q1 | $1.61M | Sell |
|
|||||
|
2022
Q4 | $2.23M | Sell |
|
|||||
|
2022
Q3 | $3.22M | Sell |
|
|||||
|
2022
Q2 | $7.08M | Sell |
|
|||||
|
2022
Q1 | $9.17M | Buy |
|
|||||
|
2021
Q4 | $8.95M | Buy |
|
|||||
|
2021
Q3 | $6.1M | Buy |
|
|||||
|
2021
Q2 | $404K | Buy |
|