Cyndeo Wealth 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 | $367K | Sell |
3,331
-93
| -3% | -$10.2K | 0.02% | 345 |
|
|
2025
Q1 | $380K | Sell |
3,424
-1,955
| -36% | -$217K | 0.03% | 328 |
|
|
2024
Q4 | $573K | Sell |
5,379
-600
| -10% | -$63.9K | 0.04% | 275 |
|
|
2024
Q3 | $661K | Sell |
5,979
-145,118
| -96% | -$16M | 0.05% | 261 |
|
|
2024
Q2 | $16.1M | Buy |
151,097
+3,118
| +2% | +$333K | 1.26% | 12 |
|
|
2024
Q1 | $15.9M | Buy |
147,979
+4,188
| +3% | +$450K | 1.32% | 10 |
|
|
2023
Q4 | $15.5M | Sell |
143,791
-18,262
| -11% | -$1.96M | 1.43% | 11 |
|
|
2023
Q3 | $16.8M | Buy |
162,053
+5,475
| +3% | +$568K | 1.75% | 7 |
|
|
2023
Q2 | $16.9M | Buy |
156,578
+1,493
| +1% | +$161K | 1.76% | 7 |
|
|
2023
Q1 | $17.1M | Buy |
155,085
+83,697
| +117% | +$9.23M | 1.84% | 7 |
|
|
2022
Q4 | $7.6M | Buy |
+71,388
| New | +$7.6M | 0.89% | 23 |
|