AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $7.08M | Sell |
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|
2024
Q2 | $8.63M | Buy |
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|
2024
Q1 | $4.24M | Sell |
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|
2023
Q4 | $21.4M | Sell |
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|
2023
Q3 | $23.7M | Sell |
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|
2023
Q2 | $26.1M | Buy |
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|
2023
Q1 | $23.4M | Sell |
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|
2022
Q4 | $38M | Sell |
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|
2022
Q3 | $48.3M | Sell |
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|
2022
Q2 | $67.3M | Buy |
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|
2022
Q1 | $65.8M | Buy |
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|
2021
Q4 | $63.3M | Buy |
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|
2021
Q3 | $61.8M | Buy |
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|
2021
Q2 | $43.9M | Buy |
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|
2021
Q1 | $37.6M | Buy |
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|
2020
Q4 | $16.3M | Buy |
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|
2020
Q3 | $7.29M | Buy |
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|
2020
Q2 | $4.26M | Buy |
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|
2020
Q1 | $3.01M | Buy |
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|
2019
Q4 | $2.48M | Buy |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.48M | Buy |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.67M | Sell |
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|
2018
Q3 | $5.11M | Buy |
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|
2018
Q2 | $3.82M | Buy |
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|
2018
Q1 | $3.59M | Buy |
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|
2017
Q4 | $2.81M | Buy |
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|
2017
Q3 | $838K | Sell |
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|
2017
Q2 | $1.68M | Sell |
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|
2017
Q1 | $2.24M | Buy |
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|
2016
Q4 | $854K | Buy |
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