Badgley Phelps Wealth Managers’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 | $301K | Buy |
2,736
+21
| +0.8% | +$2.31K | 0.01% | 257 |
|
|
2025
Q1 | $302K | Sell |
2,715
-200
| -7% | -$22.2K | 0.01% | 256 |
|
|
2024
Q4 | $311K | Sell |
2,915
-895
| -23% | -$95.4K | 0.01% | 254 |
|
|
2024
Q3 | $421K | Sell |
3,810
-36
| -0.9% | -$3.98K | 0.01% | 222 |
|
|
2024
Q2 | $411K | Sell |
3,846
-769
| -17% | -$82.1K | 0.01% | 208 |
|
|
2024
Q1 | $496K | Buy |
4,615
+1,813
| +65% | +$195K | 0.01% | 197 |
|
|
2023
Q4 | $301K | Sell |
2,802
-366
| -12% | -$39.3K | 0.01% | 216 |
|
|
2023
Q3 | $329K | Sell |
3,168
-5,324
| -63% | -$552K | 0.01% | 189 |
|
|
2023
Q2 | $914K | Buy |
8,492
+917
| +12% | +$98.7K | 0.03% | 153 |
|
|
2023
Q1 | $835K | Buy |
7,575
+3,861
| +104% | +$426K | 0.03% | 134 |
|
|
2022
Q4 | $395K | Buy |
3,714
+251
| +7% | +$26.7K | 0.02% | 161 |
|
|
2022
Q3 | $363K | Sell |
3,463
-68
| -2% | -$7.13K | 0.02% | 154 |
|
|
2022
Q2 | $402K | Buy |
3,531
+388
| +12% | +$44.2K | 0.02% | 156 |
|
|
2022
Q1 | $392K | Sell |
3,143
-2,421
| -44% | -$302K | 0.01% | 167 |
|
|
2021
Q4 | $719K | Buy |
5,564
+167
| +3% | +$21.6K | 0.02% | 145 |
|
|
2021
Q3 | $689K | Buy |
+5,397
| New | +$689K | 0.03% | 143 |
|