Focus Partners 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 | $10.7M | Buy |
97,332
+369
| +0.4% | +$40.6K | 0.02% | 479 |
|
|
2025
Q1 | $10.8M | Sell |
96,963
-4,287
| -4% | -$476K | 0.03% | 461 |
|
|
2024
Q4 | $10.8M | Buy |
101,250
+52,631
| +108% | +$5.61M | 0.03% | 451 |
|
|
2024
Q3 | $5.37M | Sell |
48,619
-113,675
| -70% | -$12.6M | 0.02% | 542 |
|
|
2024
Q2 | $17.3M | Buy |
162,294
+82,471
| +103% | +$8.81M | 0.06% | 271 |
|
|
2024
Q1 | $8.57M | Buy |
79,823
+74,402
| +1,372% | +$7.99M | 0.07% | 238 |
|
|
2023
Q4 | $583K | Buy |
+5,421
| New | +$583K | 0.01% | 548 |
|