Archvest Wealth 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 | $1.64M | Buy |
14,897
+400
| +3% | +$44K | 1.43% | 18 |
|
|
2025
Q1 | $1.61M | Buy |
14,497
+40
| +0.3% | +$4.44K | 1.33% | 20 |
|
|
2024
Q4 | $1.54M | Buy |
14,457
+358
| +3% | +$38.1K | 1.12% | 20 |
|
|
2024
Q3 | $1.56M | Buy |
14,099
+2,587
| +22% | +$286K | 0.99% | 18 |
|
|
2024
Q2 | $1.22M | Buy |
11,512
+5,596
| +95% | +$593K | 0.81% | 24 |
|
|
2024
Q1 | $631K | Buy |
5,916
+731
| +14% | +$78K | 0.45% | 33 |
|
|
2023
Q4 | $557K | Buy |
+5,185
| New | +$557K | 0.42% | 34 |
|