Brass Tax Wealth Management’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 | $1.74M | Sell |
15,799
-588
| -4% | -$64.7K | 0.33% | 41 |
|
|
2025
Q1 | $1.82M | Sell |
16,387
-102
| -0.6% | -$11.3K | 0.38% | 39 |
|
|
2024
Q4 | $1.76M | Sell |
16,489
-1,192
| -7% | -$127K | 0.37% | 40 |
|
|
2024
Q3 | $1.95M | Sell |
17,681
-2,693
| -13% | -$297K | 0.42% | 33 |
|
|
2024
Q2 | $2.18M | Sell |
20,374
-1,954
| -9% | -$209K | 0.94% | 23 |
|
|
2024
Q1 | $2.4M | Buy |
+22,328
| New | +$2.4M | 1.25% | 18 |
|