Angeles Wealth Management’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 | $277K | Buy |
2,516
+64
| +3% | +$7.04K | 0.02% | 276 |
|
|
2025
Q1 | $272K | Buy |
2,452
+303
| +14% | +$33.7K | 0.02% | 234 |
|
|
2024
Q4 | $229K | Sell |
2,149
-34
| -2% | -$3.62K | 0.02% | 263 |
|
|
2024
Q3 | $241K | Hold |
2,183
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $233K | Hold |
2,183
| – | – | 0.02% | 213 |
|
|
2024
Q1 | $234K | Sell |
2,183
-2,560
| -54% | -$275K | 0.02% | 197 |
|
|
2023
Q4 | $510K | Buy |
4,743
+4,709
| +13,850% | +$506K | 0.06% | 110 |
|
|
2023
Q3 | $3.53K | Hold |
34
| – | – | ﹤0.01% | 222 |
|
|
2023
Q2 | $3.66K | Buy |
+34
| New | +$3.66K | ﹤0.01% | 215 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$5.32K | – | 225 |
|
|
2022
Q4 | $5.32K | Hold |
50
| – | – | ﹤0.01% | 210 |
|
|
2022
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 210 |
|