FSC Wealth Advisors’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 | – | Sell |
-55
| Closed | -$6.15K | – | 229 |
|
2025
Q1 | $6.15K | Hold |
55
| – | – | ﹤0.01% | 221 |
|
2024
Q4 | $5.9K | Hold |
55
| – | – | ﹤0.01% | 226 |
|
2024
Q3 | $6.08K | Hold |
55
| – | – | ﹤0.01% | 218 |
|
2024
Q2 | $5.85K | Buy |
55
+1
| +2% | +$106 | ﹤0.01% | 224 |
|
2024
Q1 | $5.8K | Hold |
54
| – | – | ﹤0.01% | 220 |
|
2023
Q4 | $5.8K | Hold |
54
| – | – | ﹤0.01% | 235 |
|
2023
Q3 | $5.55K | Buy |
54
+1
| +2% | +$103 | 0.01% | 195 |
|
2023
Q2 | $5.7K | Buy |
+53
| New | +$5.7K | 0.01% | 165 |
|