Wealthspire Advisors (Maryland)’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
Q3 | $249K | Buy |
+1,971
| New | +$249K | 0.01% | 391 |
|
|
2019
Q2 | – | Sell |
-1,763
| Closed | -$199K | – | 1915 |
|
|
2019
Q1 | $199K | Hold |
1,763
| – | – | 0.02% | 438 |
|
|
2018
Q4 | $193K | Sell |
1,763
-1,017
| -37% | -$111K | 0.02% | 410 |
|
|
2018
Q3 | $308K | Sell |
2,780
-334
| -11% | -$37K | 0.03% | 352 |
|
|
2018
Q2 | $352K | Sell |
3,114
-429
| -12% | -$48.5K | 0.03% | 315 |
|
|
2018
Q1 | $401K | Buy |
3,543
+115
| +3% | +$13K | 0.04% | 293 |
|
|
2017
Q4 | $391K | Buy |
3,428
+989
| +41% | +$113K | 0.04% | 312 |
|
|
2017
Q3 | $277K | Sell |
2,439
-3,682
| -60% | -$418K | 0.03% | 382 |
|
|
2017
Q2 | $694K | Buy |
6,121
+1,919
| +46% | +$218K | 0.08% | 165 |
|
|
2017
Q1 | $482K | Hold |
4,202
| – | – | 0.07% | 191 |
|
|
2016
Q4 | $476K | Buy |
4,202
+3,848
| +1,087% | +$436K | 0.07% | 184 |
|
|
2016
Q3 | $41K | Buy |
354
+346
| +4,325% | +$40.1K | 0.01% | 832 |
|
|
2016
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1630 |
|