Courage Miller Partners’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 | $487K | Sell |
4,429
-2,246
| -34% | -$247K | 0.15% | 56 |
|
|
2025
Q1 | $742K | Sell |
6,675
-10,213
| -60% | -$1.13M | 0.25% | 42 |
|
|
2024
Q4 | $1.8M | Hold |
16,888
| – | – | 0.62% | 25 |
|
|
2024
Q3 | $1.87M | Hold |
16,888
| – | – | 0.63% | 25 |
|
|
2024
Q2 | $1.8M | Hold |
16,888
| – | – | 0.65% | 25 |
|
|
2024
Q1 | $1.81M | Hold |
16,888
| – | – | 0.63% | 27 |
|
|
2023
Q4 | $1.82M | Hold |
16,888
| – | – | 0.69% | 25 |
|
|
2023
Q3 | $1.75M | Sell |
16,888
-53
| -0.3% | -$5.5K | 0.72% | 25 |
|
|
2023
Q2 | $1.82M | Buy |
16,941
+53
| +0.3% | +$5.7K | 0.76% | 26 |
|
|
2023
Q1 | $1.86M | Hold |
16,888
| – | – | 0.79% | 24 |
|
|
2022
Q4 | $1.8M | Hold |
16,888
| – | – | 0.83% | 23 |
|
|
2022
Q3 | $1.77M | Hold |
16,888
| – | – | 0.89% | 20 |
|
|
2022
Q2 | $1.92M | Hold |
16,888
| – | – | 0.91% | 20 |
|
|
2022
Q1 | $2.1M | Hold |
16,888
| – | – | 0.84% | 22 |
|
|
2021
Q4 | $2.18M | Sell |
16,888
-27
| -0.2% | -$3.49K | 0.83% | 25 |
|
|
2021
Q3 | $2.16M | Hold |
16,915
| – | – | 0.87% | 26 |
|
|
2021
Q2 | $2.17M | Hold |
16,915
| – | – | 0.88% | 27 |
|
|
2021
Q1 | $2.12M | Sell |
16,915
-1,129
| -6% | -$142K | 0.92% | 24 |
|
|
2020
Q4 | $2.3M | Hold |
18,044
| – | – | 1.06% | 23 |
|
|
2020
Q3 | $2.22M | Hold |
18,044
| – | – | 1.19% | 23 |
|
|
2020
Q2 | $2.22M | Sell |
18,044
-64
| -0.4% | -$7.87K | 1.19% | 23 |
|
|
2020
Q1 | $2.14M | Sell |
18,108
-60
| -0.3% | -$7.07K | 1.31% | 21 |
|
|
2019
Q4 | $2.12M | Buy |
18,168
+445
| +3% | +$51.9K | 1.09% | 23 |
|
|
2019
Q3 | $2.06M | Buy |
17,723
+88
| +0.5% | +$10.2K | 1.14% | 23 |
|
|
2019
Q2 | $2.04M | Buy |
17,635
+677
| +4% | +$78.2K | 1.12% | 24 |
|
|
2019
Q1 | $1.92M | Sell |
16,958
-219
| -1% | -$24.8K | 1.08% | 28 |
|
|
2018
Q4 | $1.88M | Sell |
17,177
-38
| -0.2% | -$4.16K | 1.12% | 28 |
|
|
2018
Q3 | $1.9M | Buy |
17,215
+204
| +1% | +$22.6K | 1.1% | 28 |
|
|
2018
Q2 | $1.92M | Buy |
17,011
+354
| +2% | +$40K | 1.14% | 28 |
|
|
2018
Q1 | $1.88M | Buy |
16,657
+673
| +4% | +$76.1K | 1.14% | 28 |
|
|
2017
Q4 | $1.82M | Buy |
15,984
+964
| +6% | +$110K | 1.11% | 30 |
|
|
2017
Q3 | $1.71M | Buy |
15,020
+1,030
| +7% | +$117K | 1.07% | 29 |
|
|
2017
Q2 | $1.59M | Hold |
13,990
| – | – | 1.05% | 29 |
|
|
2017
Q1 | $1.6M | Buy |
13,990
+1,398
| +11% | +$160K | 1.11% | 29 |
|
|
2016
Q4 | $1.43M | Buy |
12,592
+214
| +2% | +$24.2K | 0.99% | 34 |
|
|
2016
Q3 | $1.44M | Hold |
12,378
| – | – | 1% | 34 |
|
|
2016
Q2 | $1.44M | Sell |
12,378
-38
| -0.3% | -$4.43K | 1.03% | 34 |
|
|
2016
Q1 | $1.42M | Hold |
12,416
| – | – | 1% | 35 |
|
|
2015
Q4 | $1.36M | Buy |
12,416
+152
| +1% | +$16.7K | 0.94% | 38 |
|
|
2015
Q3 | $1.36M | Hold |
12,264
| – | – | 1.01% | 35 |
|
|
2015
Q2 | $1.37M | Buy |
12,264
+468
| +4% | +$52.4K | 1.02% | 38 |
|
|
2015
Q1 | $1.34M | Sell |
11,796
-2,824
| -19% | -$321K | 1% | 38 |
|
|
2014
Q4 | $1.64M | Hold |
14,620
| – | – | 1.35% | 34 |
|
|
2014
Q3 | $1.64M | Hold |
14,620
| – | – | 1.28% | 34 |
|
|
2014
Q2 | $1.69M | Sell |
14,620
-61
| -0.4% | -$7.04K | 1.24% | 33 |
|
|
2014
Q1 | $1.65M | Buy |
14,681
+16
| +0.1% | +$1.79K | 1.29% | 32 |
|
|
2013
Q4 | $1.61M | Buy |
14,665
+622
| +4% | +$68.4K | 1.37% | 31 |
|
|
2013
Q3 | $1.58M | Buy |
14,043
+98
| +0.7% | +$11K | 1.3% | 29 |
|
|
2013
Q2 | $1.56M | Buy |
+13,945
| New | +$1.56M | 1.42% | 26 |
|