Crewe 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
Q2 | $99.3K | Hold |
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|
2025
Q1 | $100K | Hold |
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|
2024
Q4 | $96.1K | Sell |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $99.1K | Hold |
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|
2024
Q1 | $99.7K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $50K | Hold |
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|
2020
Q4 | $51K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Buy |
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