Bedel Financial Consulting’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 | $245K | Buy |
2,225
+5
| +0.2% | +$550 | 0.03% | 237 |
|
|
2025
Q1 | $243K | Buy |
2,220
+25
| +1% | +$2.73K | 0.03% | 230 |
|
|
2024
Q4 | $239K | Buy |
2,195
+12
| +0.5% | +$1.31K | 0.03% | 234 |
|
|
2024
Q3 | $241K | Buy |
2,183
+13
| +0.6% | +$1.44K | 0.03% | 229 |
|
|
2024
Q2 | $232K | Buy |
2,170
+30
| +1% | +$3.2K | 0.03% | 222 |
|
|
2024
Q1 | $230K | Hold |
2,140
| – | – | 0.04% | 227 |
|
|
2023
Q4 | $230K | Buy |
2,140
+18
| +0.8% | +$1.94K | 0.04% | 217 |
|
|
2023
Q3 | $220K | Buy |
2,122
+20
| +1% | +$2.08K | 0.04% | 212 |
|
|
2023
Q2 | $226K | Buy |
2,102
+20
| +1% | +$2.15K | 0.05% | 217 |
|
|
2023
Q1 | $230K | Hold |
2,082
| – | – | 0.06% | 202 |
|
|
2022
Q4 | $222K | Buy |
2,082
+9
| +0.4% | +$958 | 0.06% | 203 |
|
|
2022
Q3 | $219K | Buy |
2,073
+57
| +3% | +$6.02K | 0.06% | 193 |
|
|
2022
Q2 | $230K | Buy |
2,016
+51
| +3% | +$5.82K | 0.07% | 175 |
|
|
2022
Q1 | $245K | Buy |
1,965
+11
| +0.6% | +$1.37K | 0.08% | 168 |
|
|
2021
Q4 | $252K | Buy |
1,954
+23
| +1% | +$2.97K | 0.08% | 167 |
|
|
2021
Q3 | $247K | Buy |
1,931
+37
| +2% | +$4.73K | 0.08% | 160 |
|
|
2021
Q2 | $242K | Buy |
1,894
+22
| +1% | +$2.81K | 0.08% | 162 |
|
|
2021
Q1 | $235K | Hold |
1,872
| – | – | 0.09% | 161 |
|
|
2020
Q4 | $239K | Sell |
1,872
-47
| -2% | -$6K | 0.11% | 132 |
|
|
2020
Q3 | $243K | Sell |
1,919
-42
| -2% | -$5.32K | 0.12% | 121 |
|
|
2020
Q2 | $241K | Buy |
1,961
+8
| +0.4% | +$983 | 0.13% | 109 |
|
|
2020
Q1 | $230K | Buy |
1,953
+2
| +0.1% | +$236 | 0.15% | 105 |
|
|
2019
Q4 | $227K | Buy |
1,951
+7
| +0.4% | +$814 | 0.13% | 130 |
|
|
2019
Q3 | $226K | Buy |
1,944
+15
| +0.8% | +$1.74K | 0.14% | 124 |
|
|
2019
Q2 | $223K | Buy |
1,929
+11
| +0.6% | +$1.27K | 0.14% | 121 |
|
|
2019
Q1 | $217K | Hold |
1,918
| – | – | 0.14% | 118 |
|
|
2018
Q4 | $210K | Buy |
1,918
+7
| +0.4% | +$766 | 0.15% | 116 |
|
|
2018
Q3 | $209K | Sell |
1,911
-101
| -5% | -$11K | 0.14% | 129 |
|
|
2018
Q2 | $227K | Sell |
2,012
-48
| -2% | -$5.42K | 0.17% | 121 |
|
|
2018
Q1 | $233K | Buy |
2,060
+191
| +10% | +$21.6K | 0.18% | 121 |
|
|
2017
Q4 | $213K | Buy |
+1,869
| New | +$213K | 0.19% | 122 |
|