Financial & Tax Architects’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 | $6.26M | Sell |
56,878
-1,609
| -3% | -$177K | 1.52% | 32 |
|
|
2025
Q1 | $6.5M | Sell |
58,487
-4,429
| -7% | -$492K | 1.63% | 26 |
|
|
2024
Q4 | $6.7M | Buy |
62,916
+1,991
| +3% | +$212K | 1.71% | 15 |
|
|
2024
Q3 | $6.73M | Sell |
60,925
-6,161
| -9% | -$681K | 1.73% | 21 |
|
|
2024
Q2 | $7.16M | Sell |
67,086
-1,876
| -3% | -$200K | 1.92% | 12 |
|
|
2024
Q1 | $7.41M | Buy |
68,962
+39,249
| +132% | +$4.22M | 2.04% | 12 |
|
|
2023
Q4 | $3.19M | Sell |
29,713
-34,052
| -53% | -$3.66M | 0.94% | 35 |
|
|
2023
Q3 | $6.61M | Buy |
63,765
+4,165
| +7% | +$432K | 2.05% | 11 |
|
|
2023
Q2 | $6.41M | Buy |
59,600
+15,077
| +34% | +$1.62M | 1.98% | 10 |
|
|
2023
Q1 | $4.91M | Buy |
44,523
+6,226
| +16% | +$686K | 1.62% | 26 |
|
|
2022
Q4 | $4.16M | Sell |
38,297
-853
| -2% | -$92.7K | 1.42% | 34 |
|
|
2022
Q3 | $4.11M | Sell |
39,150
-1,283
| -3% | -$135K | 1.54% | 29 |
|
|
2022
Q2 | $4.61M | Buy |
40,433
+1,869
| +5% | +$213K | 1.74% | 20 |
|
|
2022
Q1 | $4.8M | Buy |
38,564
+8,005
| +26% | +$997K | 1.81% | 14 |
|
|
2021
Q4 | $3.95M | Buy |
30,559
+323
| +1% | +$41.7K | 1.61% | 25 |
|
|
2021
Q3 | $3.86M | Sell |
30,236
-1,008
| -3% | -$129K | 1.76% | 14 |
|
|
2021
Q2 | $4M | Sell |
31,244
-1,619
| -5% | -$207K | 1.96% | 9 |
|
|
2021
Q1 | $4.12M | Buy |
+32,863
| New | +$4.12M | 2.31% | 8 |
|