Davidson Trust Company’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 | $244K | Hold |
2,219
| – | – | 0.11% | 143 |
|
|
2025
Q1 | $247K | Buy |
2,219
+69
| +3% | +$7.67K | 0.12% | 146 |
|
|
2024
Q4 | $229K | Hold |
2,150
| – | – | 0.12% | 146 |
|
|
2024
Q3 | $238K | Hold |
2,150
| – | – | 0.12% | 145 |
|
|
2024
Q2 | $230K | Hold |
2,150
| – | – | 0.16% | 126 |
|
|
2024
Q1 | $231K | Hold |
2,150
| – | – | 0.13% | 131 |
|
|
2023
Q4 | $231K | Buy |
+2,150
| New | +$231K | 0.15% | 125 |
|