Founders Capital Management (Texas)’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 | $92.8K | Hold |
843
| – | – | 0.06% | 87 |
|
|
2025
Q1 | $93.6K | Hold |
843
| – | – | 0.06% | 84 |
|
|
2024
Q4 | $89.8K | Hold |
843
| – | – | 0.06% | 85 |
|
|
2024
Q3 | $93.1K | Hold |
843
| – | – | 0.06% | 84 |
|
|
2024
Q2 | $90K | Sell |
843
-1,641
| -66% | -$175K | 0.06% | 88 |
|
|
2024
Q1 | $267K | Hold |
2,484
| – | – | 0.18% | 45 |
|
|
2023
Q4 | $267K | Sell |
2,484
-96
| -4% | -$10.3K | 0.19% | 42 |
|
|
2023
Q3 | $268K | Sell |
2,580
-1,025
| -28% | -$106K | 0.2% | 41 |
|
|
2023
Q2 | $388K | Sell |
3,605
-141
| -4% | -$15.2K | 0.28% | 38 |
|
|
2023
Q1 | $413K | Sell |
3,746
-132
| -3% | -$14.6K | 0.32% | 35 |
|
|
2022
Q4 | $413K | Sell |
3,878
-2,853
| -42% | -$304K | 0.31% | 38 |
|
|
2022
Q3 | $706K | Buy |
6,731
+59
| +0.9% | +$6.19K | 0.58% | 33 |
|
|
2022
Q2 | $760K | Sell |
6,672
-3,086
| -32% | -$352K | 0.6% | 34 |
|
|
2022
Q1 | $1.26M | Hold |
9,758
| – | – | 0.81% | 30 |
|
|
2021
Q4 | $1.26M | Buy |
9,758
+4,438
| +83% | +$574K | 0.81% | 30 |
|
|
2021
Q3 | $679K | Buy |
5,320
+4,630
| +671% | +$591K | 0.47% | 37 |
|
|
2021
Q2 | $88K | Buy |
690
+550
| +393% | +$70.1K | 0.06% | 88 |
|
|
2021
Q1 | $18K | Hold |
140
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $18K | Buy |
+140
| New | +$18K | 0.01% | 203 |
|
|
2020
Q1 | $17K | Hold |
140
| – | – | 0.02% | 171 |
|
|
2019
Q4 | $16K | Hold |
140
| – | – | 0.01% | 207 |
|
|
2019
Q3 | $16K | Sell |
140
-7
| -5% | -$800 | 0.01% | 202 |
|
|
2019
Q2 | $17K | Hold |
147
| – | – | 0.02% | 199 |
|
|
2019
Q1 | $17K | Hold |
147
| – | – | 0.02% | 202 |
|
|
2018
Q4 | $16K | Buy |
147
+7
| +5% | +$762 | 0.02% | 195 |
|
|
2018
Q3 | $15K | Hold |
140
| – | – | 0.01% | 209 |
|
|
2018
Q2 | $16K | Sell |
140
-200
| -59% | -$22.9K | 0.01% | 215 |
|
|
2018
Q1 | $38K | Buy |
340
+39
| +13% | +$4.36K | 0.03% | 155 |
|
|
2017
Q4 | $34K | Buy |
301
+101
| +51% | +$11.4K | 0.03% | 163 |
|
|
2017
Q3 | $23K | Hold |
200
| – | – | 0.02% | 194 |
|
|
2017
Q2 | $23K | Hold |
200
| – | – | 0.02% | 191 |
|
|
2017
Q1 | $23K | Buy |
+200
| New | +$23K | 0.02% | 198 |
|