Dynasty 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 | $44.9M | Sell |
407,796
-4,481
| -1% | -$493K | 0.76% | 32 |
|
|
2025
Q1 | $45.8M | Buy |
412,277
+13,753
| +3% | +$1.53M | 0.76% | 33 |
|
|
2024
Q4 | $42.5M | Buy |
+398,524
| New | +$42.5M | 0.73% | 32 |
|
|
2024
Q3 | – | Sell |
-383,424
| Closed | -$40.9M | – | 264 |
|
|
2024
Q2 | $40.9M | Buy |
+383,424
| New | +$40.9M | 1.21% | 22 |
|
|
2018
Q4 | – | Sell |
-3,508
| Closed | -$388K | – | 92 |
|
|
2018
Q3 | $388K | Sell |
3,508
-425
| -11% | -$47K | 0.5% | 50 |
|
|
2018
Q2 | $444K | Sell |
3,933
-207
| -5% | -$23.4K | 0.92% | 26 |
|
|
2018
Q1 | $468K | Buy |
4,140
+165
| +4% | +$18.7K | 0.2% | 23 |
|
|
2017
Q4 | $454K | Buy |
+3,975
| New | +$454K | 0.78% | 36 |
|