WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-175
| Closed | -$18.2K | – | 108 |
|
|
2023
Q3 | $18.2K | Hold |
175
| – | – | 0.01% | 98 |
|
|
2023
Q2 | $18.8K | Hold |
175
| – | – | 0.01% | 94 |
|
|
2023
Q1 | $19.3K | Hold |
175
| – | – | 0.01% | 94 |
|
|
2022
Q4 | $18.6K | Hold |
175
| – | – | 0.01% | 97 |
|
|
2022
Q3 | $18K | Hold |
175
| – | – | 0.01% | 90 |
|
|
2022
Q2 | $20K | Hold |
175
| – | – | 0.01% | 92 |
|
|
2022
Q1 | $22K | Hold |
175
| – | – | 0.01% | 98 |
|
|
2021
Q4 | $23K | Hold |
175
| – | – | 0.01% | 101 |
|
|
2021
Q3 | $22K | Buy |
+175
| New | +$22K | 0.01% | 86 |
|