Concurrent Investment 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 | $743K | Sell |
6,748
-255
| -4% | -$28.1K | 0.01% | 691 |
|
|
2025
Q1 | $778K | Buy |
7,003
+3,227
| +85% | +$359K | 0.02% | 609 |
|
|
2024
Q4 | $402K | Sell |
3,776
-1,456
| -28% | -$155K | 0.01% | 728 |
|
|
2024
Q3 | $578K | Buy |
5,232
+1,545
| +42% | +$171K | 0.02% | 582 |
|
|
2024
Q2 | $394K | Sell |
3,687
-2,620
| -42% | -$280K | 0.01% | 654 |
|
|
2024
Q1 | $677K | Sell |
6,307
-3,714
| -37% | -$399K | 0.03% | 466 |
|
|
2023
Q4 | $1.08M | Buy |
+10,021
| New | +$1.08M | 0.05% | 324 |
|