Summit Wealth Partners’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 |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $3.98M | Sell |
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|
2021
Q4 | $4.76M | Buy |
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|
2021
Q3 | $4.21M | Sell |
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|
2021
Q2 | $4.51M | Buy |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $3.83M | Sell |
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|
2020
Q3 | $7.05M | Buy |
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|
2020
Q2 | $3.29M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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