FSA 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 | $16.1K | Buy |
146
+2
| +1% | +$220 | 0.01% | 253 |
|
2025
Q1 | $16K | Hold |
144
| – | – | 0.01% | 240 |
|
2024
Q4 | $15.3K | Buy |
144
+1
| +0.7% | +$106 | 0.01% | 259 |
|
2024
Q3 | $15.8K | Buy |
+143
| New | +$15.8K | 0.01% | 267 |
|
2024
Q1 | $15.1K | Hold |
140
| – | – | 0.01% | 284 |
|
2023
Q4 | $15K | Buy |
+140
| New | +$15K | 0.01% | 277 |
|
2021
Q1 | – | Sell |
-1,261
| Closed | -$161K | – | 216 |
|
2020
Q4 | $161K | Buy |
+1,261
| New | +$161K | 0.08% | 62 |
|
2020
Q3 | – | Sell |
-1,968
| Closed | -$242K | – | 325 |
|
2020
Q2 | $242K | Buy |
1,968
+2
| +0.1% | +$246 | 0.16% | 42 |
|
2020
Q1 | $232K | Hold |
1,966
| – | – | 0.19% | 38 |
|
2019
Q4 | $229K | Buy |
+1,966
| New | +$229K | 0.16% | 47 |
|