SBSB
Sullivan, Bruyette, Speros & Blaney’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $863K | Buy |
6,879
+2,039
| +42% | +$256K | 0.04% | 132 |
|
|
2020
Q4 | $618K | Hold |
4,840
| – | – | 0.03% | 145 |
|
|
2020
Q3 | $612K | Hold |
4,840
| – | – | 0.03% | 133 |
|
|
2020
Q2 | $595K | Hold |
4,840
| – | – | 0.04% | 123 |
|
|
2020
Q1 | $571K | Sell |
4,840
-408
| -8% | -$48.1K | 0.04% | 111 |
|
|
2019
Q4 | $612K | Buy |
5,248
+1
| +0% | +$117 | 0.03% | 124 |
|
|
2019
Q3 | $610K | Hold |
5,247
| – | – | 0.04% | 116 |
|
|
2019
Q2 | $606K | Sell |
5,247
-456
| -8% | -$52.7K | 0.04% | 110 |
|
|
2019
Q1 | $645K | Buy |
5,703
+99
| +2% | +$11.2K | 0.04% | 101 |
|
|
2018
Q4 | $614K | Buy |
+5,604
| New | +$614K | 0.04% | 95 |
|