Congress Wealth Management’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 | $14.9M | Buy |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.83M | Buy |
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