World Equity Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,010
| Closed | -$216K | – | 364 |
|
|
2023
Q4 | $216K | Sell |
2,010
-1,926
| -49% | -$207K | 0.04% | 306 |
|
|
2023
Q3 | $408K | Buy |
+3,936
| New | +$408K | 0.08% | 224 |
|
|
2023
Q1 | – | Sell |
-2,579
| Closed | -$275K | – | 581 |
|
|
2022
Q4 | $275K | Sell |
2,579
-6,529
| -72% | -$695K | 0.07% | 270 |
|
|
2022
Q3 | $955K | Sell |
9,108
-2,421
| -21% | -$254K | 0.24% | 104 |
|
|
2022
Q2 | $1.31M | Buy |
11,529
+3,734
| +48% | +$425K | 0.33% | 83 |
|
|
2022
Q1 | $971K | Buy |
+7,795
| New | +$971K | 0.21% | 132 |
|