Aprio Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $987K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $600K | Sell |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $496K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $1.5M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $669K | Sell |
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|
2020
Q2 | $716K | Sell |
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|
2020
Q1 | $764K | Sell |
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|
2019
Q4 | $766K | Buy |
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