Concurrent Investment 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
Q2
$743K Sell
2025
Q1
$778K Buy
2024
Q4
$402K Sell
2024
Q3
$578K Buy
2024
Q2
$394K Sell
2024
Q1
$677K Sell
2023
Q4
$1.08M Buy