Aviance Capital Partners’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
$961K Sell
8,734
-334
-4% -$36.8K 0.13% 157
2025
Q1
$1.01M Buy
9,068
+138
+2% +$15.3K 0.14% 146
2024
Q4
$951K Sell
8,930
-125
-1% -$13.3K 0.13% 153
2024
Q3
$1M Buy
9,055
+8
+0.1% +$884 0.13% 160
2024
Q2
$966K Sell
9,047
-26
-0.3% -$2.78K 0.14% 150
2024
Q1
$975K Buy
9,073
+185
+2% +$19.9K 0.14% 148
2023
Q4
$955K Sell
8,888
-2,656
-23% -$286K 0.2% 123
2023
Q3
$1.2M Sell
11,544
-2,529
-18% -$262K 0.27% 103
2023
Q2
$1.51M Sell
14,073
-2,228
-14% -$240K 0.32% 88
2023
Q1
$1.8M Buy
16,301
+1,068
+7% +$118K 0.4% 61
2022
Q4
$1.62M Sell
15,233
-4,488
-23% -$478K 0.38% 65
2022
Q3
$2.07M Buy
19,721
+680
+4% +$71.3K 0.51% 48
2022
Q2
$2.17M Buy
19,041
+2,963
+18% +$338K 0.48% 54
2022
Q1
$2M Buy
16,078
+3,673
+30% +$458K 0.37% 75
2021
Q4
$1.6M Buy
12,405
+749
+6% +$96.8K 0.27% 94
2021
Q3
$1.49M Sell
11,656
-1,073
-8% -$137K 0.26% 103
2021
Q2
$1.63M Buy
12,729
+1,580
+14% +$202K 0.29% 92
2021
Q1
$1.4M Buy
11,149
+111
+1% +$13.9K 0.27% 99
2020
Q4
$1.41M Sell
11,038
-2,004
-15% -$256K 0.29% 89
2020
Q3
$1.65M Sell
13,042
-122
-0.9% -$15.4K 0.37% 68
2020
Q2
$1.62M Buy
13,164
+70
+0.5% +$8.61K 0.4% 64
2020
Q1
$1.54M Sell
13,094
-4,335
-25% -$511K 0.49% 50
2019
Q4
$2.03M Sell
17,429
-8,354
-32% -$974K 0.52% 50
2019
Q3
$3M Buy
25,783
+2,741
+12% +$319K 0.88% 19
2019
Q2
$2.66M Sell
23,042
-908
-4% -$105K 0.73% 25
2019
Q1
$2.71M Sell
23,950
-589
-2% -$66.6K 0.78% 22
2018
Q4
$2.69M Buy
24,539
+7
+0% +$766 0.94% 20
2018
Q3
$2.71M Buy
24,532
+1,735
+8% +$192K 0.66% 26
2018
Q2
$2.57M Buy
22,797
+11,565
+103% +$1.31M 0.74% 25
2018
Q1
$1.27M Buy
11,232
+7,206
+179% +$814K 0.38% 70
2017
Q4
$459K Buy
+4,026
New +$459K 0.15% 164