Apella Capital’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 | $945K | Sell |
8,649
-503
| -5% | -$54.9K | 0.03% | 224 |
|
2025
Q1 | $1,000K | Buy |
9,152
+3,265
| +55% | +$357K | 0.03% | 185 |
|
2024
Q4 | $627K | Sell |
5,887
-1,435
| -20% | -$153K | 0.02% | 206 |
|
2024
Q3 | $810K | Buy |
7,322
+414
| +6% | +$45.8K | 0.03% | 171 |
|
2024
Q2 | $738K | Buy |
6,908
+1,736
| +34% | +$185K | 0.03% | 174 |
|
2024
Q1 | $553K | Sell |
5,172
-1,192
| -19% | -$127K | 0.03% | 184 |
|
2023
Q4 | $681K | Buy |
6,364
+627
| +11% | +$67.1K | 0.04% | 163 |
|
2023
Q3 | $595K | Sell |
5,737
-865
| -13% | -$89.7K | 0.04% | 158 |
|
2023
Q2 | $710K | Buy |
+6,602
| New | +$710K | 0.05% | 144 |
|
2022
Q4 | $1.19M | Sell |
11,213
-442
| -4% | -$47K | 0.11% | 96 |
|
2022
Q3 | $1.22M | Sell |
11,655
-473
| -4% | -$49.6K | 0.14% | 85 |
|
2022
Q2 | $1.38M | Buy |
12,128
+866
| +8% | +$98.6K | 0.16% | 81 |
|
2022
Q1 | $1.4M | Sell |
11,262
-310
| -3% | -$38.6K | 0.2% | 74 |
|
2021
Q4 | $1.5M | Sell |
11,572
-226
| -2% | -$29.2K | 0.19% | 71 |
|
2021
Q3 | $1.51M | Sell |
11,798
-797
| -6% | -$102K | 0.22% | 75 |
|
2021
Q2 | $1.61M | Buy |
12,595
+3,731
| +42% | +$478K | 0.26% | 70 |
|
2021
Q1 | $1.11M | Sell |
8,864
-278
| -3% | -$34.9K | 0.35% | 55 |
|
2020
Q4 | $1.17M | Sell |
9,142
-18
| -0.2% | -$2.3K | 0.41% | 55 |
|
2020
Q3 | $1.16M | Sell |
9,160
-643
| -7% | -$81.4K | 0.47% | 51 |
|
2020
Q2 | $1.21M | Buy |
9,803
+1
| +0% | +$123 | 0.56% | 46 |
|
2020
Q1 | $1.16M | Buy |
+9,802
| New | +$1.16M | 0.68% | 40 |
|