WealthSource Partners’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
Q4 | $9.35M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $5.86M | Sell |
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|
2022
Q3 | $16.9M | Sell |
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|
2022
Q2 | $29.7M | Buy |
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|
2022
Q1 | $15.8M | Sell |
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|
2021
Q4 | $28.9M | Buy |
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|
2021
Q3 | $17.9M | Buy |
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|
2021
Q2 | $3.38M | Buy |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | $498K | Sell |
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|
2019
Q4 | $587K | Sell |
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|
2019
Q3 | $612K | Sell |
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|
2019
Q2 | $667K | Buy |
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|
2019
Q1 | $607K | Sell |
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|
2018
Q4 | $878K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.24M | Buy |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $3.01M | Buy |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | $2.29M | Buy |
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|
2017
Q1 | $1.73M | Sell |
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|
2016
Q4 | $4.54M | Sell |
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|
2016
Q3 | $5.28M | Sell |
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|
2016
Q2 | $7.52M | Buy |
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|
2016
Q1 | $1.04M | Buy |
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