Chesley Taft & Associates’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 | $763K | Hold |
|
|||||
|
2025
Q2 | $755K | Hold |
|
|||||
|
2025
Q1 | $762K | Buy |
|
|||||
|
2024
Q4 | $640K | Buy |
|
|||||
|
2024
Q3 | $504K | Hold |
|
|||||
|
2024
Q2 | $487K | Hold |
|
|||||
|
2024
Q1 | $490K | Sell |
|
|||||
|
2023
Q4 | $507K | Buy |
|
|||||
|
2023
Q3 | $473K | Sell |
|
|||||
|
2023
Q2 | $684K | Sell |
|
|||||
|
2023
Q1 | $837K | Sell |
|
|||||
|
2022
Q4 | $1.01M | Sell |
|
|||||
|
2022
Q3 | $1.55M | Sell |
|
|||||
|
2022
Q2 | $1.75M | Hold |
|
|||||
|
2022
Q1 | $1.86M | Buy |
|
|||||
|
2021
Q4 | $1.85M | Buy |
|
|||||
|
2021
Q3 | $1.65M | Buy |
|
|||||
|
2021
Q2 | $1.13M | Buy |
|
|||||
|
2021
Q1 | $719K | Buy |
|
|||||
|
2020
Q4 | $349K | Buy |
|
|||||
|
2020
Q3 | $302K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $1.59M | Buy |
|
|||||
|
2016
Q2 | $956K | Buy |
|
|||||
|
2016
Q1 | $925K | Buy |
|
|||||
|
2015
Q4 | $842K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $2.77M | Sell |
|
|||||
|
2013
Q3 | $2.98M | Buy |
|
|||||
|
2013
Q2 | $2.94M | Buy |
|