TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $196K | Buy |
1,594
+1
| +0.1% | +$123 | 0.08% | 134 |
|
|
2020
Q1 | $188K | Sell |
1,593
-106
| -6% | -$12.5K | 0.09% | 122 |
|
|
2019
Q4 | $198K | Buy |
1,699
+2
| +0.1% | +$233 | 0.08% | 140 |
|
|
2019
Q3 | $197K | Buy |
1,697
+3
| +0.2% | +$348 | 0.09% | 136 |
|
|
2019
Q2 | $196K | Sell |
1,694
-97
| -5% | -$11.2K | 0.09% | 137 |
|
|
2019
Q1 | $203K | Hold |
1,791
| – | – | 0.09% | 133 |
|
|
2018
Q4 | $196K | Buy |
1,791
+2
| +0.1% | +$219 | 0.1% | 126 |
|
|
2018
Q3 | $198K | Buy |
1,789
+5
| +0.3% | +$553 | 0.09% | 135 |
|
|
2018
Q2 | $201K | Sell |
1,784
-90
| -5% | -$10.1K | 0.1% | 128 |
|
|
2018
Q1 | $212K | Buy |
1,874
+95
| +5% | +$10.7K | 0.11% | 123 |
|
|
2017
Q4 | $203K | Buy |
+1,779
| New | +$203K | 0.1% | 133 |
|