Wills Financial Group’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 | – | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $2.7M | Sell |
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|
2023
Q1 | $4.95M | Sell |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $6.27M | Buy |
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|
2022
Q2 | $6.76M | Sell |
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|
2022
Q1 | $7.4M | Sell |
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|
2021
Q4 | $7.68M | Buy |
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|
2021
Q3 | $7.1M | Buy |
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|
2021
Q2 | $6.9M | Buy |
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|
2021
Q1 | $6.54M | Buy |
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|
2020
Q4 | $6.62M | Buy |
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|
2020
Q3 | $3.69M | Buy |
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|
2020
Q2 | $3.57M | Buy |
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