Curran Financial 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 | $2.78M | Sell |
25,284
-26,141
| -51% | -$2.88M | 0.61% | 38 |
|
|
2025
Q1 | $5.71M | Buy |
51,425
+25,479
| +98% | +$2.83M | 1.4% | 25 |
|
|
2024
Q4 | $2.76M | Buy |
25,946
+7,569
| +41% | +$806K | 0.73% | 32 |
|
|
2024
Q3 | $2.03M | Buy |
18,377
+145
| +0.8% | +$16K | 0.58% | 37 |
|
|
2024
Q2 | $1.95M | Sell |
18,232
-13
| -0.1% | -$1.39K | 0.65% | 34 |
|
|
2024
Q1 | $1.96M | Sell |
18,245
-3,557
| -16% | -$382K | 0.68% | 34 |
|
|
2023
Q4 | $2.32M | Sell |
21,802
-14,043
| -39% | -$1.5M | 0.89% | 31 |
|
|
2023
Q3 | $3.72M | Buy |
35,845
+11,707
| +49% | +$1.21M | 1.62% | 24 |
|
|
2023
Q2 | $2.6M | Sell |
24,138
-16,565
| -41% | -$1.78M | 1.13% | 30 |
|
|
2023
Q1 | $4.49M | Sell |
40,703
-23,675
| -37% | -$2.61M | 2.13% | 15 |
|
|
2022
Q4 | $6.85M | Sell |
64,378
-55,119
| -46% | -$5.87M | 3.31% | 10 |
|
|
2022
Q3 | $12.5M | Sell |
119,497
-6,713
| -5% | -$704K | 6.36% | 4 |
|
|
2022
Q2 | $14.4M | Buy |
126,210
+70,257
| +126% | +$8M | 6.79% | 4 |
|
|
2022
Q1 | $6.97M | Sell |
55,953
-32,494
| -37% | -$4.05M | 2.86% | 12 |
|
|
2021
Q4 | $11.4M | Buy |
88,447
+30,446
| +52% | +$3.93M | 4.85% | 8 |
|
|
2021
Q3 | $7.4M | Buy |
58,001
+8,795
| +18% | +$1.12M | 3.78% | 9 |
|
|
2021
Q2 | $6.3M | Sell |
49,206
-7,533
| -13% | -$964K | 3.46% | 11 |
|
|
2021
Q1 | $7.12M | Buy |
56,739
+25,582
| +82% | +$3.21M | 5.12% | 6 |
|
|
2020
Q4 | $3.98M | Buy |
+31,157
| New | +$3.98M | 3.41% | 11 |
|