Atria Wealth Solutions’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 | $5.47M | Sell |
49,923
-3,761
| -7% | -$412K | 0.12% | 197 |
|
|
2025
Q1 | $5.96M | Sell |
53,684
-29,143
| -35% | -$3.24M | 0.07% | 290 |
|
|
2024
Q4 | $8.83M | Buy |
82,827
+18,906
| +30% | +$2.01M | 0.1% | 211 |
|
|
2024
Q3 | $7.06M | Sell |
63,921
-26,846
| -30% | -$2.97M | 0.08% | 270 |
|
|
2024
Q2 | $9.69M | Sell |
90,767
-14,904
| -14% | -$1.59M | 0.11% | 191 |
|
|
2024
Q1 | $11.4M | Sell |
105,671
-5,062
| -5% | -$544K | 0.13% | 173 |
|
|
2023
Q4 | $11.9M | Sell |
110,733
-42,793
| -28% | -$4.6M | 0.15% | 148 |
|
|
2023
Q3 | $15.9M | Buy |
153,526
+41,072
| +37% | +$4.26M | 0.22% | 99 |
|
|
2023
Q2 | $12.1M | Sell |
112,454
-10,543
| -9% | -$1.13M | 0.17% | 130 |
|
|
2023
Q1 | $13.6M | Sell |
122,997
-48,468
| -28% | -$5.34M | 0.2% | 111 |
|
|
2022
Q4 | $18.3M | Sell |
171,465
-93,966
| -35% | -$10M | 0.29% | 82 |
|
|
2022
Q3 | $27.8M | Sell |
265,431
-2,425
| -0.9% | -$254K | 0.48% | 34 |
|
|
2022
Q2 | $30.5M | Buy |
267,856
+22,282
| +9% | +$2.54M | 0.57% | 25 |
|
|
2022
Q1 | $30.6M | Buy |
+245,574
| New | +$30.6M | 0.51% | 28 |
|