Summit X LLC’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 | – | Sell |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $2.1M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $2.3M | Sell |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $2.2M | Buy |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $403K | Buy |
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|
2020
Q3 | $2.4K | Buy |
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|
2020
Q2 | $203K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $735K | Buy |
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