Evexia Wealth’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 | – | Sell |
-4,056
| Closed | -$443K | – | 83 |
|
|
2025
Q1 | $443K | Buy |
4,056
+113
| +3% | +$12.3K | 0.16% | 58 |
|
|
2024
Q4 | $428K | Sell |
3,943
-6,937
| -64% | -$752K | 0.14% | 62 |
|
|
2024
Q3 | $1.19M | Buy |
10,880
+1,364
| +14% | +$149K | 0.42% | 42 |
|
|
2024
Q2 | $1.02M | Buy |
9,516
+5,124
| +117% | +$549K | 0.38% | 38 |
|
|
2024
Q1 | $466K | Buy |
4,392
+406
| +10% | +$43.1K | 0.19% | 45 |
|
|
2023
Q4 | $426K | Sell |
3,986
-3,454
| -46% | -$370K | 0.18% | 45 |
|
|
2023
Q3 | $763K | Buy |
7,440
+699
| +10% | +$71.7K | 0.39% | 36 |
|
|
2023
Q2 | $724K | Sell |
6,741
-7,663
| -53% | -$823K | 0.35% | 35 |
|
|
2023
Q1 | $1.58M | Buy |
+14,404
| New | +$1.58M | 0.85% | 33 |
|