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Sugarloaf Wealth Management, LLC
> TIP
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | TIP | 0 | -904 | 0 | -95,000 | |
09/30/2022 | iSHARES TRUST | TIP | 904 | 100 | 95,000 | 3,000 | $105.09 |
06/30/2022 | iSHARES TRUST | TIP | 804 | 0 | 92,000 | -8,000 | $114.43 |
03/31/2022 | iSHARES TRUST | TIP | 804 | 0 | 100,000 | -4,000 | $124.38 |
12/31/2021 | iSHARES TRUST | TIP | 804 | 0 | 104,000 | 1,000 | $129.35 |
09/30/2021 | iSHARES TRUST | TIP | 804 | -404 | 103,000 | 2,000 | $128.11 |
06/30/2021 | iSHARES TRUST | TIP | 804 | -404 | 103,000 | 2,000 | $128.11 |
03/31/2021 | iSHARES TRUST | TIP | 1,208 | 404 | 101,000 | -2,000 | $83.61 |
12/31/2020 | iSHARES TRUST | TIP | 804 | -121 | 103,000 | 1,000 | $128.11 |
09/30/2020 | iSHARES TRUST | TIP | 925 | 121 | 102,000 | 3,000 | $110.27 |
06/30/2020 | iSHARES TRUST | TIP | 804 | -157 | 99,000 | -14,000 | $123.13 |
03/31/2020 | iSHARES TRUST | TIP | 961 | -176 | 113,000 | -20,000 | $117.59 |
12/31/2019 | iSHARES TRUST | TIP | 1,137 | 1,137 | 133,000 | 133,000 | $116.97 |
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