Windsor Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $221K | Buy |
2,135
+21
| +1% | +$2.17K | 0.04% | 147 |
|
|
2023
Q2 | $228K | Buy |
2,114
+19
| +0.9% | +$2.05K | 0.04% | 151 |
|
|
2023
Q1 | $231K | Hold |
2,095
| – | – | 0.04% | 149 |
|
|
2022
Q4 | $226K | Sell |
2,095
-91
| -4% | -$9.82K | 0.05% | 147 |
|
|
2022
Q3 | $231K | Buy |
2,186
+55
| +3% | +$5.81K | 0.06% | 133 |
|
|
2022
Q2 | $243K | Buy |
2,131
+38
| +2% | +$4.33K | 0.06% | 133 |
|
|
2022
Q1 | $255K | Buy |
2,093
+23
| +1% | +$2.8K | 0.05% | 202 |
|
|
2021
Q4 | $265K | Buy |
+2,070
| New | +$265K | 0.05% | 198 |
|
|
2019
Q3 | – | Sell |
-1,877
| Closed | -$215K | – | 188 |
|
|
2019
Q2 | $215K | Buy |
1,877
+8
| +0.4% | +$916 | 0.09% | 168 |
|
|
2019
Q1 | $211K | Hold |
1,869
| – | – | 0.12% | 144 |
|
|
2018
Q4 | $205K | Buy |
1,869
+45
| +2% | +$4.94K | 0.14% | 127 |
|
|
2018
Q3 | $202K | Hold |
1,824
| – | – | 0.13% | 132 |
|
|
2018
Q2 | $206K | Buy |
+1,824
| New | +$206K | 0.16% | 123 |
|