Ethos Financial Group’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 | $19.4M | Buy |
176,445
+30,925
| +21% | +$3.4M | 1.67% | 12 |
|
|
2025
Q1 | $15.5M | Hold |
145,520
| – | – | 1.48% | 15 |
|
|
2024
Q4 | $15.5M | Buy |
145,520
+10,180
| +8% | +$1.08M | 2.02% | 10 |
|
|
2024
Q3 | $15M | Buy |
135,340
+7,134
| +6% | +$788K | 2.47% | 8 |
|
|
2024
Q2 | $13.7M | Buy |
128,206
+7,346
| +6% | +$784K | 2.41% | 8 |
|
|
2024
Q1 | $13.2M | Buy |
120,860
+5,396
| +5% | +$589K | 2.5% | 8 |
|
|
2023
Q4 | $12.4M | Buy |
115,464
+5,543
| +5% | +$596K | 2.64% | 7 |
|
|
2023
Q3 | $11.4M | Buy |
109,921
+31,772
| +41% | +$3.3M | 2.95% | 7 |
|
|
2023
Q2 | $8.62M | Hold |
78,149
| – | – | 2.91% | 10 |
|
|
2023
Q1 | $8.62M | Buy |
78,149
+1,513
| +2% | +$167K | 2.68% | 10 |
|
|
2022
Q4 | $8.16M | Buy |
+76,636
| New | +$8.16M | 2.76% | 10 |
|