Dogwood Wealth Management’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 | $60.7K | Hold |
556
| – | – | 0.03% | 114 |
|
|
2025
Q1 | $61.7K | Hold |
556
| – | – | 0.03% | 110 |
|
|
2024
Q4 | $59.2K | Buy |
556
+1
| +0.2% | +$107 | 0.03% | 114 |
|
|
2024
Q3 | $61.4K | Buy |
555
+3
| +0.5% | +$332 | 0.04% | 108 |
|
|
2024
Q2 | $59K | Sell |
552
-1,489
| -73% | -$159K | 0.04% | 108 |
|
|
2024
Q1 | $219K | Sell |
2,041
-657
| -24% | -$70.6K | 0.15% | 74 |
|
|
2023
Q4 | $290K | Buy |
+2,698
| New | +$290K | 0.23% | 61 |
|