Founders Financial Alliance’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 | $57.3K | Sell |
520
-190
| -27% | -$20.9K | 0.01% | 380 |
|
|
2025
Q1 | $78.9K | Hold |
710
| – | – | 0.02% | 404 |
|
|
2024
Q4 | $75.7K | Buy |
710
+1
| +0.1% | +$107 | 0.02% | 349 |
|
|
2024
Q3 | $78.3K | Sell |
709
-545
| -43% | -$60.2K | 0.02% | 355 |
|
|
2024
Q2 | $134K | Buy |
1,254
+3
| +0.2% | +$320 | 0.04% | 300 |
|
|
2024
Q1 | $134K | Sell |
1,251
-39
| -3% | -$4.19K | 0.04% | 304 |
|
|
2023
Q4 | $139K | Buy |
1,290
+2
| +0.2% | +$215 | 0.05% | 272 |
|
|
2023
Q3 | $134K | Sell |
1,288
-36
| -3% | -$3.73K | 0.06% | 248 |
|
|
2023
Q2 | $143K | Buy |
1,324
+440
| +50% | +$47.4K | 0.06% | 269 |
|
|
2023
Q1 | $97.5K | Sell |
884
-446
| -34% | -$49.2K | 0.05% | 256 |
|
|
2022
Q4 | $142K | Sell |
1,330
-239
| -15% | -$25.4K | 0.07% | 243 |
|
|
2022
Q3 | $165K | Sell |
1,569
-5,492
| -78% | -$578K | 0.08% | 221 |
|
|
2022
Q2 | $804K | Buy |
7,061
+5,349
| +312% | +$609K | 0.41% | 65 |
|
|
2022
Q1 | $213K | Sell |
1,712
-61
| -3% | -$7.59K | 0.09% | 202 |
|
|
2021
Q4 | $229K | Buy |
1,773
+676
| +62% | +$87.3K | 0.09% | 226 |
|
|
2021
Q3 | $140K | Buy |
1,097
+192
| +21% | +$24.5K | 0.07% | 251 |
|
|
2021
Q2 | $115K | Sell |
905
-204
| -18% | -$25.9K | 0.05% | 279 |
|
|
2021
Q1 | $141K | Buy |
1,109
+246
| +29% | +$31.3K | 0.07% | 248 |
|
|
2020
Q4 | $110K | Hold |
863
| – | – | 0.06% | 236 |
|
|
2020
Q3 | $109K | Buy |
+863
| New | +$109K | 0.07% | 248 |
|