Alan B. Lancz & Associates’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
Q3 | $303K | Hold |
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|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $301K | Hold |
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|
2024
Q2 | $291K | Buy |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $475K | Buy |
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