Badgley Phelps Wealth Managers’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
Q3 | $235K | Sell |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $719K | Buy |
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|
2021
Q3 | $689K | Buy |
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