Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $4.33M | Buy |
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|
2024
Q4 | $2.78M | Sell |
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|
2024
Q3 | $3.72M | Buy |
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|
2024
Q2 | $2.9M | Sell |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.24B | Sell |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $679K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $244K | Buy |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $367K | Sell |
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $348K | Buy |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | $217K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $219K | Sell |
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|
2016
Q4 | $835K | Sell |
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|
2016
Q3 | $868K | Buy |
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|
2016
Q2 | $569K | Sell |
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|
2016
Q1 | $575K | Hold |
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|
2015
Q4 | $550K | Buy |
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|
2015
Q3 | $530K | Sell |
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|
2015
Q2 | $588K | Sell |
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|
2015
Q1 | $618K | Buy |
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|
2014
Q4 | $536K | Sell |
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|
2014
Q3 | $579K | Buy |
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|
2014
Q2 | $565K | Sell |
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|
2014
Q1 | $581K | Buy |
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|
2013
Q4 | $567K | Buy |
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