VERITY Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $652K | Hold |
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|
2022
Q4 | $630K | Buy |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $998K | Buy |
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|
2021
Q1 | $971K | Hold |
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|
2020
Q4 | $988K | Buy |
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|
2020
Q3 | $974K | Hold |
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|
2020
Q2 | $947K | Buy |
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|
2020
Q1 | $906K | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.3M | Buy |
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