Fortis Group Advisors’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 | $13.1K | Hold |
119
| – | – | ﹤0.01% | 318 |
|
|
2025
Q1 | $13.2K | Sell |
119
-55
| -32% | -$6.11K | ﹤0.01% | 285 |
|
|
2024
Q4 | $18.5K | Hold |
174
| – | – | ﹤0.01% | 262 |
|
|
2024
Q3 | $19.2K | Hold |
174
| – | – | ﹤0.01% | 245 |
|
|
2024
Q2 | $18.6K | Sell |
174
-40
| -19% | -$4.27K | ﹤0.01% | 242 |
|
|
2024
Q1 | $23K | Sell |
214
-306
| -59% | -$32.9K | ﹤0.01% | 255 |
|
|
2023
Q4 | $55.9K | Buy |
520
+260
| +100% | +$27.9K | 0.01% | 172 |
|
|
2023
Q3 | $27K | Buy |
+260
| New | +$27K | 0.01% | 163 |
|
|
2020
Q3 | $4.01M | Buy |
+31,676
| New | +$4.01M | 0.78% | 24 |
|