Betterment LLC’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 | $1.89M | Buy |
17,156
+453
| +3% | +$49.9K | ﹤0.01% | 218 |
|
|
2025
Q1 | $1.86M | Sell |
16,703
-7,667
| -31% | -$852K | ﹤0.01% | 209 |
|
|
2024
Q4 | $2.6M | Buy |
24,370
+4,080
| +20% | +$435K | 0.01% | 182 |
|
|
2024
Q3 | $2.24M | Sell |
20,290
-1,250
| -6% | -$138K | 0.01% | 177 |
|
|
2024
Q2 | $2.3M | Buy |
21,540
+1,159
| +6% | +$124K | 0.01% | 159 |
|
|
2024
Q1 | $2.19M | Buy |
20,381
+433
| +2% | +$46.5K | 0.01% | 141 |
|
|
2023
Q4 | $2.14M | Buy |
19,948
+1,213
| +6% | +$130K | 0.01% | 128 |
|
|
2023
Q3 | $1.94M | Sell |
18,735
-797
| -4% | -$82.7K | 0.01% | 125 |
|
|
2023
Q2 | $2.1M | Buy |
19,532
+1,036
| +6% | +$111K | 0.01% | 114 |
|
|
2023
Q1 | $2.04M | Buy |
18,496
+737
| +4% | +$81.2K | 0.01% | 122 |
|
|
2022
Q4 | $1.89M | Buy |
17,759
+6,994
| +65% | +$744K | 0.01% | 120 |
|
|
2022
Q3 | $1.23M | Hold |
10,765
| – | – | ﹤0.01% | 137 |
|
|
2022
Q2 | $1.23M | Buy |
10,765
+6,423
| +148% | +$732K | ﹤0.01% | 137 |
|
|
2022
Q1 | $541K | Buy |
4,342
+529
| +14% | +$65.9K | ﹤0.01% | 169 |
|
|
2021
Q4 | $493K | Buy |
3,813
+911
| +31% | +$118K | ﹤0.01% | 161 |
|
|
2021
Q3 | $371K | Buy |
2,902
+655
| +29% | +$83.7K | ﹤0.01% | 165 |
|
|
2021
Q2 | $288K | Sell |
2,247
-793
| -26% | -$102K | ﹤0.01% | 154 |
|
|
2021
Q1 | $382K | Buy |
3,040
+509
| +20% | +$64K | ﹤0.01% | 120 |
|
|
2020
Q4 | $323K | Sell |
2,531
-236
| -9% | -$30.1K | ﹤0.01% | 117 |
|
|
2020
Q3 | $350K | Sell |
2,767
-828
| -23% | -$105K | ﹤0.01% | 104 |
|
|
2020
Q2 | $442K | Buy |
+3,595
| New | +$442K | ﹤0.01% | 101 |
|
|
2020
Q1 | – | Sell |
-2,242
| Closed | -$261K | – | 119 |
|
|
2019
Q4 | $261K | Sell |
2,242
-576
| -20% | -$67.1K | ﹤0.01% | 108 |
|
|
2019
Q3 | $325K | Hold |
2,818
| – | – | ﹤0.01% | 101 |
|
|
2019
Q2 | $325K | Sell |
2,818
-4,125
| -59% | -$476K | ﹤0.01% | 101 |
|
|
2019
Q1 | $785K | Sell |
6,943
-966
| -12% | -$109K | ﹤0.01% | 80 |
|
|
2018
Q4 | $866K | Buy |
7,909
+3,041
| +62% | +$333K | 0.01% | 75 |
|
|
2018
Q3 | $538K | Buy |
4,868
+361
| +8% | +$39.9K | ﹤0.01% | 83 |
|
|
2018
Q2 | $509K | Buy |
4,507
+168
| +4% | +$19K | ﹤0.01% | 83 |
|
|
2018
Q1 | $489K | Buy |
4,339
+1,996
| +85% | +$225K | ﹤0.01% | 82 |
|
|
2017
Q4 | $267K | Buy |
+2,343
| New | +$267K | ﹤0.01% | 85 |
|