Baldwin Wealth Partners’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 | $49.3M | Sell |
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|
2025
Q2 | $50.3M | Sell |
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|
2025
Q1 | $50.9M | Buy |
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|
2024
Q4 | $45.7M | Buy |
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|
2024
Q3 | $31.1M | Sell |
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|
2024
Q2 | $30.6M | Sell |
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|
2024
Q1 | $35.7M | Buy |
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|
2023
Q4 | $34.4M | Buy |
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|
2023
Q3 | $27.9M | Buy |
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|
2023
Q2 | $28.4M | Buy |
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|
2023
Q1 | $24.3M | Buy |
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|
2022
Q4 | $22.7M | Sell |
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|
2022
Q3 | $27.3M | Sell |
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|
2022
Q2 | $32.3M | Sell |
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|
2022
Q1 | $41.5M | Buy |
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|
2021
Q4 | $42.4M | Buy |
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|
2021
Q3 | $34.4M | Sell |
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|
2021
Q2 | $36.1M | Buy |
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|
2021
Q1 | $33M | Buy |
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|
2020
Q4 | $27.7M | Buy |
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|
2020
Q3 | $25.3M | Buy |
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|
2020
Q2 | $22.8M | Buy |
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|
2020
Q1 | $18.4M | Buy |
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|
2019
Q4 | $14M | Buy |
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|
2019
Q3 | $13.1M | Buy |
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|
2019
Q2 | $12.8M | Sell |
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|
2019
Q1 | $14.9M | Buy |
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|
2018
Q4 | $13.3M | Sell |
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|
2018
Q3 | $14.2M | Sell |
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|
2018
Q2 | $15.8M | Sell |
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|
2018
Q1 | $16.6M | Buy |
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|
2017
Q4 | $6.54M | Buy |
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|
2017
Q3 | $5.67M | Buy |
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|
2017
Q2 | $5.33M | Buy |
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|
2017
Q1 | $2.62M | Buy |
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|
2016
Q4 | $318K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $57K | Buy |
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