Fermata 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 | $5.24M | Buy |
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|
2025
Q2 | $4.47M | Sell |
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|
2025
Q1 | $4.56M | Buy |
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|
2024
Q4 | $4.08M | Buy |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $3.52M | Buy |
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|
2024
Q1 | $3.38M | Buy |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $567K | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $834K | Sell |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $624K | Sell |
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|
2021
Q1 | $1.38M | Buy |
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