Sunburst Financial Group’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
Q1 | – | Sell |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $967K | Buy |
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|
2020
Q3 | $953K | Hold |
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|
2020
Q2 | $926K | Hold |
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|
2020
Q1 | $888K | Sell |
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|
2019
Q4 | $946K | Buy |
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