Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.82K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $66.4K | Sell |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $100K | Hold |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $103K | Sell |
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|
2021
Q1 | $101 | Buy |
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|
2020
Q4 | $103K | Sell |
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|
2020
Q3 | $102K | Buy |
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|
2020
Q2 | $99K | Sell |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $133K | Buy |
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