Blue Bell Private Wealth Management’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 | $33.8K | Hold |
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|
2025
Q1 | $34.1K | Buy |
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|
2024
Q4 | $31.1K | Hold |
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|
2024
Q3 | $32.3K | Buy |
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|
2024
Q2 | $29.9K | Buy |
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|
2024
Q1 | $28.6K | Sell |
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|
2023
Q4 | $51.2K | Buy |
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|
2023
Q3 | $31K | Sell |
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|
2023
Q2 | $40.3K | Buy |
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|
2023
Q1 | $39.1K | Hold |
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|
2022
Q4 | $37.8K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $61K | Hold |
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|
2021
Q2 | $61K | Sell |
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|
2021
Q1 | $66K | Hold |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $66K | Hold |
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|
2020
Q2 | $60K | Hold |
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|
2020
Q1 | $62K | Sell |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | $102K | Sell |
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|
2019
Q2 | $103K | Sell |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $142K | Hold |
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|
2018
Q3 | $143K | Hold |
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|
2018
Q2 | $146K | Hold |
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|
2018
Q1 | $146K | Hold |
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|
2017
Q4 | $147K | Hold |
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|
2017
Q3 | $147K | Sell |
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|
2017
Q2 | $158K | Sell |
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|
2017
Q1 | $366K | Hold |
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|
2016
Q4 | $362K | Sell |
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|
2016
Q3 | $402K | Sell |
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|
2016
Q2 | $461K | Hold |
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|
2016
Q1 | $452K | Hold |
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|
2015
Q4 | $432K | Sell |
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|
2015
Q3 | $475K | Hold |
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|
2015
Q2 | $481K | Hold |
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|
2015
Q1 | $487K | Sell |
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|
2014
Q4 | $514K | Sell |
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|
2014
Q3 | $580K | Sell |
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|
2014
Q2 | $609K | Hold |
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|
2014
Q1 | $591K | Hold |
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|
2013
Q4 | $580K | Buy |
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|
2013
Q3 | $583K | Buy |
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|
2013
Q2 | $529K | Buy |
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