TIAM2
Tru Independence Asset Management 2’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,000
| Closed | -$442K | – | 86 |
|
|
2024
Q3 | $442K | Buy |
+4,000
| New | +$442K | 0.37% | 46 |
|
|
2023
Q1 | $463K | Buy |
+4,198
| New | +$463K | 0.47% | 42 |
|
|
2022
Q3 | $440K | Buy |
4,198
+198
| +5% | +$20.8K | 0.47% | 38 |
|
|
2022
Q2 | $456K | Hold |
4,000
| – | – | 0.38% | 38 |
|
|
2022
Q1 | $498K | Buy |
+4,000
| New | +$498K | 0.29% | 44 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$3K | – | 383 |
|
|
2020
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 391 |
|