Tempus Wealth Planning’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,913
| Closed | -$204K | – | 227 |
|
|
2024
Q2 | $204K | Buy |
+1,913
| New | +$204K | 0.09% | 196 |
|
|
2023
Q4 | – | Sell |
-2,082
| Closed | -$216K | – | 198 |
|
|
2023
Q3 | $216K | Sell |
2,082
-184
| -8% | -$19.1K | 0.11% | 153 |
|
|
2023
Q2 | $244K | Sell |
2,266
-573
| -20% | -$61.7K | 0.11% | 162 |
|
|
2023
Q1 | $313K | Sell |
2,839
-361
| -11% | -$39.8K | 0.15% | 126 |
|
|
2022
Q4 | $341K | Sell |
3,200
-118
| -4% | -$12.6K | 0.21% | 119 |
|
|
2022
Q3 | $348K | Buy |
+3,318
| New | +$348K | 0.23% | 118 |
|