Beacon Financial Advisory’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 | $368K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $674K | Sell |
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|
2021
Q4 | $784K | Sell |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $798K | Sell |
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|
2021
Q1 | $860K | Buy |
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|
2020
Q4 | $670K | Buy |
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|
2020
Q3 | $572K | Buy |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $311K | Buy |
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