CBIZ Investment Advisory Services’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 | $3.3K | Hold |
30
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $3.33K | Hold |
30
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $3.2K | Hold |
30
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $3.31K | Hold |
30
| – | – | ﹤0.01% | 319 |
|
|
2024
Q2 | $3.2K | Hold |
30
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $3.22K | Buy |
+30
| New | +$3.22K | ﹤0.01% | 292 |
|
|
2023
Q1 | – | Sell |
-22,494
| Closed | -$2.39M | – | 35 |
|
|
2022
Q4 | $2.39M | Buy |
+22,494
| New | +$2.39M | 0.93% | 17 |
|
|
2022
Q3 | – | Sell |
-3,067
| Closed | -$349K | – | 33 |
|
|
2022
Q2 | $349K | Buy |
+3,067
| New | +$349K | 0.03% | 29 |
|
|
2021
Q4 | – | Hold |
0
| – | -$68K | – | 88 |
|
|
2021
Q3 | – | Hold |
0
| – | -$77K | – | 56 |
|
|
2021
Q2 | – | Hold |
0
| – | -$75K | – | 55 |
|
|
2021
Q1 | – | Hold |
0
| – | -$44M | – | 49 |
|
|
2020
Q4 | – | Hold |
0
| – | -$40.8M | – | 9 |
|
|
2020
Q3 | – | Hold |
0
| – | -$35.5M | – | 8 |
|
|
2020
Q2 | – | Hold |
0
| – | -$67.8M | – | 9 |
|
|
2020
Q1 | – | Hold |
0
| – | -$78.5M | – | 5 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5 |
|