Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.82K | Buy |
+64
| New | +$6.82K | ﹤0.01% | 543 |
|
|
2023
Q1 | – | Sell |
-624
| Closed | -$66.4K | – | 778 |
|
|
2022
Q4 | $66.4K | Sell |
624
-280
| -31% | -$29.8K | 0.02% | 243 |
|
|
2022
Q3 | $95K | Buy |
904
+100
| +12% | +$10.5K | 0.02% | 197 |
|
|
2022
Q2 | $92K | Hold |
804
| – | – | 0.02% | 196 |
|
|
2022
Q1 | $100K | Hold |
804
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $104K | Hold |
804
| – | – | 0.02% | 197 |
|
|
2021
Q3 | $103K | Hold |
804
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $103K | Sell |
804
-404
| -33% | -$51.8K | 0.03% | 183 |
|
|
2021
Q1 | $101 | Buy |
1,208
+404
| +50% | +$34 | 0.03% | 182 |
|
|
2020
Q4 | $103K | Sell |
804
-121
| -13% | -$15.5K | 0.03% | 171 |
|
|
2020
Q3 | $102K | Buy |
925
+121
| +15% | +$13.3K | 0.04% | 158 |
|
|
2020
Q2 | $99K | Sell |
804
-157
| -16% | -$19.3K | 0.04% | 163 |
|
|
2020
Q1 | $113K | Sell |
961
-176
| -15% | -$20.7K | 0.05% | 146 |
|
|
2019
Q4 | $133K | Buy |
+1,137
| New | +$133K | 0.06% | 146 |
|