EverSource Wealth Advisors’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 | $26.8K | Sell |
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|
2025
Q1 | $37K | Sell |
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|
2024
Q4 | $138K | Sell |
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|
2024
Q3 | $172K | Sell |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | $86.6K | Buy |
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|
2023
Q4 | $55.5K | Sell |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $4.2M | Buy |
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|
2023
Q1 | $4.26M | Buy |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $245K | Buy |
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