Ancora Advisors’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 | $556K | Buy |
5,057
+119
| +2% | +$13.1K | 0.01% | 506 |
|
|
2025
Q1 | $549K | Sell |
4,938
-19
| -0.4% | -$2.11K | 0.01% | 491 |
|
|
2024
Q4 | $528K | Sell |
4,957
-1,071
| -18% | -$114K | 0.01% | 498 |
|
|
2024
Q3 | $666K | Sell |
6,028
-145
| -2% | -$16K | 0.02% | 448 |
|
|
2024
Q2 | $659K | Buy |
6,173
+530
| +9% | +$56.6K | 0.02% | 445 |
|
|
2024
Q1 | $606K | Sell |
5,643
-300
| -5% | -$32.2K | 0.01% | 464 |
|
|
2023
Q4 | $639K | Sell |
5,943
-1,584
| -21% | -$170K | 0.02% | 446 |
|
|
2023
Q3 | $781K | Sell |
7,527
-58
| -0.8% | -$6.02K | 0.02% | 384 |
|
|
2023
Q2 | $816K | Sell |
7,585
-151
| -2% | -$16.3K | 0.02% | 379 |
|
|
2023
Q1 | $853K | Sell |
7,736
-1,901
| -20% | -$210K | 0.02% | 370 |
|
|
2022
Q4 | $1.03M | Sell |
9,637
-3,936
| -29% | -$419K | 0.03% | 347 |
|
|
2022
Q3 | $1.42M | Sell |
13,573
-357
| -3% | -$37.5K | 0.04% | 289 |
|
|
2022
Q2 | $1.59M | Buy |
13,930
+1,358
| +11% | +$155K | 0.04% | 284 |
|
|
2022
Q1 | $1.57M | Sell |
12,572
-650
| -5% | -$81K | 0.04% | 315 |
|
|
2021
Q4 | $1.71M | Buy |
13,222
+3,554
| +37% | +$459K | 0.04% | 301 |
|
|
2021
Q3 | $1.23M | Buy |
9,668
+2,165
| +29% | +$276K | 0.03% | 350 |
|
|
2021
Q2 | $960K | Hold |
7,503
| – | – | 0.03% | 402 |
|
|
2021
Q1 | $942K | Hold |
7,503
| – | – | 0.03% | 394 |
|
|
2020
Q4 | $958K | Sell |
7,503
-13
| -0.2% | -$1.66K | 0.03% | 352 |
|
|
2020
Q3 | $951K | Hold |
7,516
| – | – | 0.04% | 319 |
|
|
2020
Q2 | $924K | Buy |
7,516
+3,786
| +102% | +$465K | 0.04% | 322 |
|
|
2020
Q1 | $440K | Hold |
3,730
| – | – | 0.02% | 478 |
|
|
2019
Q4 | $435K | Sell |
3,730
-89
| -2% | -$10.4K | 0.02% | 513 |
|
|
2019
Q3 | $444K | Buy |
3,819
+1,183
| +45% | +$138K | 0.02% | 471 |
|
|
2019
Q2 | $304K | Buy |
2,636
+281
| +12% | +$32.4K | 0.01% | 498 |
|
|
2019
Q1 | $266K | Sell |
2,355
-1,282
| -35% | -$145K | 0.01% | 520 |
|
|
2018
Q4 | $398K | Sell |
3,637
-1,558
| -30% | -$170K | 0.02% | 455 |
|
|
2018
Q3 | $575K | Buy |
5,195
+460
| +10% | +$50.9K | 0.02% | 451 |
|
|
2018
Q2 | $534K | Buy |
4,735
+150
| +3% | +$16.9K | 0.02% | 467 |
|
|
2018
Q1 | $519K | Sell |
4,585
-235
| -5% | -$26.6K | 0.02% | 460 |
|
|
2017
Q4 | $550K | Hold |
4,820
| – | – | 0.03% | 419 |
|
|
2017
Q3 | $547K | Buy |
4,820
+1,230
| +34% | +$140K | 0.03% | 439 |
|
|
2017
Q2 | $407K | Buy |
3,590
+165
| +5% | +$18.7K | 0.03% | 454 |
|
|
2017
Q1 | $392K | Buy |
3,425
+75
| +2% | +$8.58K | 0.03% | 461 |
|
|
2016
Q4 | $379K | Buy |
3,350
+906
| +37% | +$103K | 0.03% | 450 |
|
|
2016
Q3 | $285K | Hold |
2,444
| – | – | 0.03% | 423 |
|
|
2016
Q2 | $285K | Buy |
2,444
+12
| +0.5% | +$1.4K | 0.03% | 395 |
|
|
2016
Q1 | $279K | Hold |
2,432
| – | – | 0.03% | 393 |
|
|
2015
Q4 | $267K | Sell |
2,432
-174
| -7% | -$19.1K | 0.03% | 408 |
|
|
2015
Q3 | $288K | Hold |
2,606
| – | – | 0.04% | 390 |
|
|
2015
Q2 | $292K | Buy |
+2,606
| New | +$292K | 0.03% | 408 |
|
|
2015
Q1 | – | Sell |
-2,681
| Closed | -$300K | – | 381 |
|
|
2014
Q4 | $300K | Sell |
2,681
-486
| -15% | -$54.4K | 0.04% | 394 |
|
|
2014
Q3 | $355K | Sell |
3,167
-44
| -1% | -$4.93K | 0.05% | 344 |
|
|
2014
Q2 | $370K | Sell |
3,211
-45
| -1% | -$5.19K | 0.05% | 354 |
|
|
2014
Q1 | $365K | Buy |
3,256
+800
| +33% | +$89.7K | 0.05% | 328 |
|
|
2013
Q4 | $270K | Hold |
2,456
| – | – | 0.04% | 343 |
|
|
2013
Q3 | $276K | Sell |
2,456
-253
| -9% | -$28.4K | 0.05% | 323 |
|
|
2013
Q2 | $303K | Buy |
+2,709
| New | +$303K | 0.05% | 305 |
|