Cascade Financial Partners’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 | $384K | Hold |
3,491
| – | – | 0.05% | 180 |
|
2025
Q1 | $388K | Hold |
3,491
| – | – | 0.05% | 176 |
|
2024
Q4 | $372K | Hold |
3,491
| – | – | 0.05% | 171 |
|
2024
Q3 | $380K | Hold |
3,491
| – | – | 0.05% | 166 |
|
2024
Q2 | $373K | Sell |
3,491
-200
| -5% | -$21.4K | 0.05% | 162 |
|
2024
Q1 | $392K | Buy |
+3,691
| New | +$392K | 0.06% | 149 |
|