Cornerstone Planning Group’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 | $83.1K | Buy |
752
+2
| +0.3% | +$221 | 0.02% | 166 |
|
|
2025
Q1 | $81.9K | Sell |
750
-23
| -3% | -$2.51K | 0.02% | 165 |
|
|
2024
Q4 | $83.4K | Sell |
773
-27
| -3% | -$2.91K | 0.02% | 126 |
|
|
2024
Q3 | $86.5K | Sell |
800
-7,670
| -91% | -$830K | 0.02% | 126 |
|
|
2024
Q2 | $923K | Buy |
8,470
+7,970
| +1,594% | +$869K | 0.26% | 26 |
|
|
2024
Q1 | $53K | Sell |
500
-449
| -47% | -$47.6K | 0.02% | 169 |
|
|
2023
Q4 | $102K | Sell |
949
-815
| -46% | -$87.6K | 0.03% | 118 |
|
|
2023
Q3 | $183K | Buy |
1,764
+1,329
| +306% | +$138K | 0.07% | 82 |
|
|
2023
Q2 | $46.8K | Buy |
+435
| New | +$46.8K | 0.02% | 254 |
|
|
2022
Q4 | $215K | Buy |
+1,967
| New | +$215K | 0.09% | 94 |
|