Caldwell Trust’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
Q3 | $616K | Sell |
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|
2025
Q2 | $667K | Sell |
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2025
Q1 | $768K | Sell |
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|
2024
Q4 | $769K | Sell |
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|
2024
Q3 | $857K | Hold |
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|
2024
Q2 | $828K | Sell |
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|
2024
Q1 | $858K | Sell |
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|
2023
Q4 | $918K | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $2.37M | Sell |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2.71M | Buy |
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|
2021
Q4 | $2.74M | Buy |
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|
2021
Q3 | $2.54M | Sell |
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|
2021
Q2 | $2.62M | Buy |
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|
2021
Q1 | $2.55M | Buy |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $2.48M | Sell |
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|
2020
Q1 | $2.44M | Buy |
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|
2019
Q4 | $2.41M | Buy |
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