Weitzel Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,862
| Closed | -$212K | – | 36 |
|
|
2022
Q2 | $212K | Hold |
1,862
| – | – | 0.14% | 31 |
|
|
2022
Q1 | $232K | Buy |
1,862
+8
| +0.4% | +$997 | 0.15% | 28 |
|
|
2021
Q4 | $240K | Hold |
1,854
| – | – | 0.14% | 27 |
|
|
2021
Q3 | $237K | Sell |
1,854
-238,000
| -99% | -$30.4M | 0.15% | 26 |
|
|
2021
Q2 | $1.85M | Buy |
239,854
+238,082
| +13,436% | +$1.84M | 0.07% | 27 |
|
|
2021
Q1 | $225K | Hold |
1,772
| – | – | 0.16% | 25 |
|
|
2020
Q4 | $226K | Buy |
+1,772
| New | +$226K | 0.17% | 25 |
|