Cape Investment Advisory’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
$20.6K Sell
2025
Q1
$23K Sell
2024
Q4
$25.6K Buy
2024
Q3
$21.8K Sell
2024
Q2
$30.1K Buy
2024
Q1
$26.4K Sell
2023
Q4
$29.1K Sell
2023
Q3
$354K Buy
2023
Q2
$347K Sell
2023
Q1
$372K Buy