Brightwater Advisory’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 | $5.72M | Sell |
52,022
-6
| -0% | -$660 | 4.12% | 8 |
|
|
2025
Q1 | $5.78M | Sell |
52,028
-28
| -0.1% | -$3.11K | 4.57% | 6 |
|
|
2024
Q4 | $5.55M | Hold |
52,056
| – | – | 4.35% | 7 |
|
|
2024
Q3 | $5.75M | Sell |
52,056
-3,470
| -6% | -$383K | 4.23% | 8 |
|
|
2024
Q2 | $5.93M | Buy |
55,526
+2,768
| +5% | +$296K | 4.58% | 6 |
|
|
2024
Q1 | $5.67M | Sell |
52,758
-1,065
| -2% | -$114K | 4.55% | 7 |
|
|
2023
Q4 | $5.79M | Buy |
+53,823
| New | +$5.79M | 4.88% | 5 |
|