Gen-Wealth Partners’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 | $57.2K | Buy |
520
+38
| +8% | +$4.18K | 0.02% | 328 |
|
2025
Q1 | $53.5K | Buy |
482
+22
| +5% | +$2.44K | 0.02% | 331 |
|
2024
Q4 | $49K | Buy |
460
+11
| +2% | +$1.17K | 0.02% | 368 |
|
2024
Q3 | $48.7K | Sell |
449
-2,675
| -86% | -$290K | 0.02% | 379 |
|
2024
Q2 | $334K | Sell |
3,124
-1,682
| -35% | -$180K | 0.16% | 150 |
|
2024
Q1 | $516K | Buy |
+4,806
| New | +$516K | 0.26% | 92 |
|