Daymark 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 | $764K | Buy |
6,946
+92
| +1% | +$10.1K | 0.03% | 295 |
|
|
2025
Q1 | $761K | Hold |
6,854
| – | – | 0.03% | 281 |
|
|
2024
Q4 | $730K | Buy |
6,854
+35
| +0.5% | +$3.73K | 0.03% | 278 |
|
|
2024
Q3 | $753K | Buy |
6,819
+238
| +4% | +$26.3K | 0.03% | 282 |
|
|
2024
Q2 | $703K | Buy |
+6,581
| New | +$703K | 0.03% | 287 |
|
|
2023
Q3 | – | Sell |
-2,131
| Closed | -$229K | – | 405 |
|
|
2023
Q2 | $229K | Hold |
2,131
| – | – | 0.02% | 336 |
|
|
2023
Q1 | $235K | Sell |
2,131
-106
| -5% | -$11.7K | 0.03% | 258 |
|
|
2022
Q4 | $238K | Buy |
+2,237
| New | +$238K | 0.04% | 202 |
|