Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$863K Buy
2020
Q4
$618K Hold
2020
Q3
$612K Hold
2020
Q2
$595K Hold
2020
Q1
$571K Sell
2019
Q4
$612K Buy
2019
Q3
$610K Hold
2019
Q2
$606K Sell
2019
Q1
$645K Buy
2018
Q4
$614K Buy