Cottonwood Capital 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
Q3 | $250K | Buy |
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|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $362K | Buy |
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