Colonial Trust Advisors’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 | $5.5K | Hold |
50
| – | – | ﹤0.01% | 579 |
|
2025
Q1 | $5.56K | Hold |
50
| – | – | ﹤0.01% | 559 |
|
2024
Q4 | $5.33K | Hold |
50
| – | – | ﹤0.01% | 556 |
|
2024
Q3 | $5.52K | Hold |
50
| – | – | ﹤0.01% | 612 |
|
2024
Q2 | $5.34K | Hold |
50
| – | – | ﹤0.01% | 603 |
|
2024
Q1 | $5.37K | Sell |
50
-13
| -21% | -$1.4K | ﹤0.01% | 684 |
|
2023
Q4 | $6.77K | Buy |
63
+13
| +26% | +$1.4K | ﹤0.01% | 562 |
|
2023
Q3 | $5.19K | Hold |
50
| – | – | ﹤0.01% | 601 |
|
2023
Q2 | $5.38K | Hold |
50
| – | – | ﹤0.01% | 617 |
|
2023
Q1 | $5.51K | Hold |
50
| – | – | ﹤0.01% | 606 |
|
2022
Q4 | $5.32K | Buy |
+50
| New | +$5.32K | ﹤0.01% | 605 |
|