Avior Wealth Management’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 | $671K | Sell |
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2025
Q1 | $684K | Sell |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $715K | Sell |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $770K | Buy |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $578K | Sell |
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|
2022
Q3 | $626K | Buy |
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|
2022
Q2 | $651K | Sell |
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|
2022
Q1 | $757K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $885K | Sell |
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|
2021
Q2 | $926K | Sell |
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|
2021
Q1 | $991K | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $1.72M | Sell |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.43M | Buy |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.28M | Buy |
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|
2017
Q4 | $1.27M | Sell |
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|
2017
Q3 | $1.29M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.29M | Buy |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $1.25M | Buy |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $1.18M | Buy |
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|
2015
Q4 | $412K | Sell |
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|
2015
Q3 | $445K | Sell |
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|
2015
Q2 | $513K | Sell |
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|
2015
Q1 | $550K | Sell |
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|
2014
Q4 | $717K | Sell |
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|
2014
Q3 | $778K | Sell |
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|
2014
Q2 | $938K | Sell |
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|
2014
Q1 | $1.35M | Sell |
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|
2013
Q4 | $1.94M | Buy |
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