Fortune Financial 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 | $2.03M | Buy |
18,411
+61
| +0.3% | +$6.71K | 1.63% | 20 |
|
|
2025
Q1 | $2.04M | Sell |
18,350
-896
| -5% | -$99.5K | 1.76% | 18 |
|
|
2024
Q4 | $2.05M | Sell |
19,246
-354
| -2% | -$37.7K | 1.86% | 17 |
|
|
2024
Q3 | $2.17M | Sell |
19,600
-14
| -0.1% | -$1.55K | 1.96% | 15 |
|
|
2024
Q2 | $2.09M | Buy |
19,614
+128
| +0.7% | +$13.7K | 1.28% | 21 |
|
|
2024
Q1 | $2.09M | Sell |
19,486
-90
| -0.5% | -$9.67K | 1.33% | 22 |
|
|
2023
Q4 | $2.1M | Sell |
19,576
-247
| -1% | -$26.6K | 1.47% | 21 |
|
|
2023
Q3 | $2.06M | Buy |
19,823
+107
| +0.5% | +$11.1K | 1.57% | 21 |
|
|
2023
Q2 | $2.12M | Buy |
+19,716
| New | +$2.12M | 1.59% | 19 |
|