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