Tower Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,249
| Closed | -$239K | – | 54 |
|
|
2022
Q3 | $239K | Sell |
2,249
-29,353
| -93% | -$3.12M | 0.23% | 46 |
|
|
2022
Q2 | $3.6M | Sell |
31,602
-29,492
| -48% | -$3.36M | 4.78% | 5 |
|
|
2022
Q1 | $7.61M | Sell |
61,094
-19,499
| -24% | -$2.43M | 8.27% | 5 |
|
|
2021
Q4 | $10.4M | Sell |
80,593
-269
| -0.3% | -$34.8K | 10.55% | 4 |
|
|
2021
Q3 | $10.3M | Sell |
80,862
-814
| -1% | -$104K | 10.89% | 4 |
|
|
2021
Q2 | $10.5M | Buy |
81,676
+6,799
| +9% | +$870K | 11.5% | 4 |
|
|
2021
Q1 | $9.4M | Buy |
+74,877
| New | +$9.4M | 12.11% | 3 |
|