EPG Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Buy |
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|
2025
Q1 | $22K | Hold |
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|
2024
Q4 | $21.1K | Buy |
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|
2024
Q3 | $21.8K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $20.8K | Hold |
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|
2023
Q4 | $20.5K | Sell |
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|
2023
Q3 | $71.3K | Buy |
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|
2023
Q2 | $63.7K | Buy |
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|
2023
Q1 | $65.1K | Hold |
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|
2022
Q4 | $62.8K | Sell |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $72K | Buy |
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|
2021
Q4 | $75K | Buy |
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|
2021
Q3 | $74K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $67K | Hold |
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|
2019
Q4 | $67K | Buy |
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