Ascent Wealth Partners’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 | $2.4M | Sell |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $2.84M | Sell |
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|
2024
Q3 | $2.96M | Sell |
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|
2024
Q2 | $3.55M | Sell |
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|
2024
Q1 | $4.3M | Sell |
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|
2023
Q4 | $5.34M | Sell |
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|
2023
Q3 | $5.55M | Sell |
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|
2023
Q2 | $6.4M | Buy |
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|
2023
Q1 | $6.43M | Sell |
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|
2022
Q4 | $8.38M | Sell |
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|
2022
Q3 | $8.39M | Buy |
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|
2022
Q2 | $5.37M | Buy |
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