Fox Hill Wealth Management’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 | $1.04M | Sell |
9,458
-134
| -1% | -$14.7K | 0.53% | 51 |
|
2025
Q1 | $1.07M | Sell |
9,592
-90
| -0.9% | -$10K | 0.63% | 50 |
|
2024
Q4 | $1.03M | Sell |
9,682
-8,972
| -48% | -$956K | 0.58% | 50 |
|
2024
Q3 | $2.06M | Sell |
18,654
-122
| -0.6% | -$13.5K | 1.14% | 29 |
|
2024
Q2 | $2M | Sell |
18,776
-202
| -1% | -$21.6K | 1.23% | 24 |
|
2024
Q1 | $2.04M | Sell |
18,978
-4,208
| -18% | -$452K | 1.37% | 21 |
|
2023
Q4 | $2.49M | Buy |
+23,186
| New | +$2.49M | 1.91% | 10 |
|