TIA
Traphagen Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-80,869
| Closed | -$9.43M | – | 130 |
|
|
2019
Q4 | $9.43M | Buy |
80,869
+1,707
| +2% | +$199K | 2.25% | 13 |
|
|
2019
Q3 | $9.21M | Sell |
79,162
-675
| -0.8% | -$78.5K | 2.4% | 12 |
|
|
2019
Q2 | $9.22M | Buy |
79,837
+1,746
| +2% | +$202K | 2.46% | 13 |
|
|
2019
Q1 | $8.83M | Buy |
+78,091
| New | +$8.83M | 2.49% | 13 |
|