1 North Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $680 | Hold |
6
| – | – | ﹤0.01% | 253 |
|
2025
Q1 | $683 | Buy |
+6
| New | +$683 | ﹤0.01% | 252 |
|
2019
Q4 | $8.8M | Buy |
75,446
+1,034
| +1% | +$121K | 5.44% | 4 |
|
2019
Q3 | $8.65M | Buy |
+74,412
| New | +$8.65M | 5.79% | 2 |
|
2019
Q1 | $8.27M | Buy |
73,151
+3,795
| +5% | +$429K | 5.83% | 2 |
|
2018
Q4 | $7.6M | Buy |
+69,356
| New | +$7.6M | 6.34% | 1 |
|