Elevate Wealth Advisory’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 | $54.4K | Hold |
494
| – | – | 0.04% | 97 |
|
|
2025
Q1 | $54.9K | Sell |
494
-22
| -4% | -$2.44K | 0.04% | 97 |
|
|
2024
Q4 | $55K | Hold |
516
| – | – | 0.04% | 89 |
|
|
2024
Q3 | $57K | Hold |
516
| – | – | 0.04% | 93 |
|
|
2024
Q2 | $55.1K | Hold |
516
| – | – | 0.04% | 87 |
|
|
2024
Q1 | $55.4K | Sell |
516
-280
| -35% | -$30.1K | 0.05% | 83 |
|
|
2023
Q4 | $85.6K | Buy |
+796
| New | +$85.6K | 0.08% | 70 |
|