Exencial 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
Q3 | $3.3M | Buy |
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|
2025
Q2 | $3.22M | Buy |
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|
2025
Q1 | $3.22M | Sell |
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|
2024
Q4 | $3.19M | Buy |
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|
2024
Q3 | $3.23M | Sell |
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|
2024
Q2 | $3.15M | Sell |
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|
2024
Q1 | $3.49M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.74M | Buy |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.49M | Buy |
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|
2021
Q4 | $2.37M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.19M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $2.18M | Buy |
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|
2020
Q2 | $978K | Buy |
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|
2020
Q1 | $447K | Buy |
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|
2019
Q4 | $440K | Buy |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $387K | Hold |
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|
2019
Q1 | $379K | Buy |
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|
2018
Q4 | $366K | Sell |
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|
2018
Q3 | $470K | Buy |
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|
2018
Q2 | $477K | Buy |
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|
2018
Q1 | $460K | Buy |
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|
2017
Q4 | $406K | Buy |
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|
2017
Q3 | $352K | Buy |
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|
2017
Q2 | $328K | Buy |
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|
2017
Q1 | $250K | Buy |
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|
2016
Q4 | $204K | Buy |
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