Founders Financial Securities’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 | $1.55M | Sell |
14,125
-4,706
| -25% | -$518K | 0.12% | 180 |
|
|
2025
Q1 | $2.08M | Sell |
18,831
-8,774
| -32% | -$967K | 0.18% | 118 |
|
|
2024
Q4 | $2.94M | Sell |
27,605
-7,180
| -21% | -$765K | 0.27% | 75 |
|
|
2024
Q3 | $3.84M | Sell |
34,785
-4,701
| -12% | -$519K | 0.35% | 64 |
|
|
2024
Q2 | $4.22M | Sell |
39,486
-2,247
| -5% | -$240K | 0.4% | 55 |
|
|
2024
Q1 | $4.48M | Sell |
41,733
-688
| -2% | -$73.9K | 0.47% | 49 |
|
|
2023
Q4 | $4.56M | Sell |
42,421
-90
| -0.2% | -$9.67K | 0.51% | 44 |
|
|
2023
Q3 | $4.41M | Buy |
42,511
+5,741
| +16% | +$595K | 0.57% | 44 |
|
|
2023
Q2 | $3.96M | Buy |
36,770
+6,896
| +23% | +$742K | 0.52% | 47 |
|
|
2023
Q1 | $3.29M | Buy |
29,874
+4,178
| +16% | +$461K | 0.48% | 53 |
|
|
2022
Q4 | $2.74M | Buy |
25,696
+3,663
| +17% | +$390K | 0.43% | 59 |
|
|
2022
Q3 | $2.31M | Buy |
22,033
+16,549
| +302% | +$1.74M | 0.41% | 55 |
|
|
2022
Q2 | $625K | Buy |
+5,484
| New | +$625K | 0.12% | 144 |
|