Coppell Advisory Solutions’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 | $213K | Buy |
+1,942
| New | +$213K | 0.03% | 347 |
|
2025
Q1 | – | Sell |
-2,372
| Closed | -$253K | – | 1710 |
|
2024
Q4 | $253K | Sell |
2,372
-60
| -2% | -$6.4K | 0.04% | 241 |
|
2024
Q3 | $269K | Buy |
2,432
+13
| +0.5% | +$1.44K | 0.04% | 232 |
|
2024
Q2 | $258K | Buy |
+2,419
| New | +$258K | 0.04% | 224 |
|
2023
Q4 | $1.36M | Buy |
12,698
+12,455
| +5,126% | +$1.34M | 0.27% | 86 |
|
2023
Q3 | $25.9K | Sell |
243
-378
| -61% | -$40.2K | 0.01% | 450 |
|
2023
Q2 | $66.5K | Sell |
621
-26,521
| -98% | -$2.84M | 0.02% | 312 |
|
2023
Q1 | $2.98M | Buy |
27,142
+26,899
| +11,070% | +$2.95M | 0.98% | 21 |
|
2022
Q4 | $25.9K | Buy |
+243
| New | +$25.9K | 0.01% | 456 |
|
2020
Q4 | $710K | Buy |
+5,559
| New | +$710K | 0.36% | 77 |
|