Aletheian Wealth Advisors’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 | $329K | Hold |
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|
2025
Q1 | $332K | Buy |
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|
2024
Q4 | $249K | Buy |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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