Concord Wealth Partners’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
Q2 | $10.4K | Sell |
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|
2025
Q1 | $18.5K | Hold |
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|
2024
Q4 | $17.8K | Sell |
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|
2024
Q3 | $42.3K | Sell |
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|
2024
Q2 | $43.7K | Sell |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $156K | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $939K | Buy |
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|
2022
Q1 | $930K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $750K | Sell |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $9K | Buy |
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