Clearstead Advisors’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 | $547K | Buy |
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|
2025
Q2 | $474K | Buy |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $12.9K | Sell |
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|
2023
Q3 | $24.9K | Sell |
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|
2023
Q2 | $26.6K | Hold |
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|
2023
Q1 | $27.2K | Hold |
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|
2022
Q4 | $26.3K | Sell |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $134K | Buy |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $83K | Hold |
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|
2021
Q1 | $81K | Sell |
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|
2020
Q4 | $95K | Sell |
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|
2020
Q3 | $167K | Sell |
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|
2020
Q2 | $323K | Hold |
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|
2020
Q1 | $309K | Buy |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $416K | Sell |
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|
2019
Q2 | $452K | Buy |
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|
2019
Q1 | $404K | Sell |
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|
2018
Q4 | $512K | Hold |
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|
2018
Q3 | $517K | Hold |
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|
2018
Q2 | $528K | Buy |
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|
2018
Q1 | $518K | Buy |
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|
2017
Q4 | $246K | Sell |
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|
2017
Q3 | $390K | Sell |
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|
2017
Q2 | $437K | Sell |
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|
2017
Q1 | $563K | Hold |
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|
2016
Q4 | $555K | Buy |
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