Ballast Advisors’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 | $36.8K | Hold |
|
|||||
|
2025
Q2 | $36.4K | Sell |
|
|||||
|
2025
Q1 | $59K | Sell |
|
|||||
|
2024
Q4 | $81.6K | Sell |
|
|||||
|
2024
Q3 | $117K | Sell |
|
|||||
|
2024
Q2 | $146K | Sell |
|
|||||
|
2024
Q1 | $147K | Sell |
|
|||||
|
2023
Q4 | $194K | Sell |
|
|||||
|
2023
Q3 | $281K | Sell |
|
|||||
|
2023
Q2 | $657K | Sell |
|
|||||
|
2023
Q1 | $808K | Sell |
|
|||||
|
2022
Q4 | $787K | Hold |
|
|||||
|
2022
Q3 | $776K | Sell |
|
|||||
|
2022
Q2 | $847K | Sell |
|
|||||
|
2022
Q1 | $928K | Buy |
|
|||||
|
2021
Q4 | $191K | Buy |
|
|||||
|
2021
Q3 | $179K | Buy |
|
|||||
|
2021
Q2 | $162K | Sell |
|
|||||
|
2021
Q1 | $227K | Sell |
|
|||||
|
2020
Q4 | $429K | Buy |
|
|||||
|
2020
Q3 | $334K | Sell |
|
|||||
|
2020
Q2 | $349K | Sell |
|
|||||
|
2020
Q1 | $449K | Hold |
|
|||||
|
2019
Q4 | $444K | Buy |
|