Geneos Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $122K | Buy |
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|
2025
Q2 | $120K | Sell |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $106K | Sell |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $111K | Sell |
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|
2024
Q1 | $123K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $182K | Buy |
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|
2023
Q2 | $139K | Buy |
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|
2023
Q1 | $66.8K | Sell |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $783K | Buy |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $653K | Sell |
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|
2019
Q4 | $3.04M | Buy |
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|
2019
Q3 | $649K | Sell |
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|
2019
Q2 | $669K | Sell |
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|
2019
Q1 | $7.47M | Buy |
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|
2018
Q4 | $743K | Sell |
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|
2018
Q3 | $823K | Buy |
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|
2018
Q2 | $566K | Sell |
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|
2018
Q1 | $718K | Sell |
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|
2017
Q4 | $8.1M | Buy |
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|
2017
Q3 | $545K | Sell |
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|
2017
Q2 | $9.11M | Buy |
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|
2017
Q1 | $7.36M | Buy |
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|
2016
Q4 | $1.45M | Buy |
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|
2016
Q3 | $644K | Buy |
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|
2016
Q2 | $477K | Sell |
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|
2016
Q1 | $1.78M | Buy |
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