GM
GeoWealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Buy |
7,150
+67
| +0.9% | +$7.37K | 0.03% | 305 |
|
|
2025
Q1 | $787K | Sell |
7,083
-143
| -2% | -$15.9K | 0.03% | 324 |
|
|
2024
Q4 | $770K | Buy |
7,226
+6,811
| +1,641% | +$726K | 0.03% | 364 |
|
|
2024
Q3 | $45.9K | Sell |
415
-10,234
| -96% | -$1.13M | ﹤0.01% | 1098 |
|
|
2024
Q2 | $1.14M | Buy |
10,649
+9,123
| +598% | +$974K | 0.05% | 242 |
|
|
2024
Q1 | $164K | Buy |
1,526
+1,187
| +350% | +$127K | 0.01% | 720 |
|
|
2023
Q4 | $36K | Sell |
339
-7,483
| -96% | -$795K | ﹤0.01% | 637 |
|
|
2023
Q3 | $812K | Buy |
7,822
+7,786
| +21,628% | +$808K | 0.09% | 157 |
|
|
2023
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 416 |
|
|
2023
Q1 | – | Sell |
-302
| Closed | -$32K | – | 443 |
|
|
2022
Q4 | $32K | Sell |
302
-692
| -70% | -$73.3K | ﹤0.01% | 297 |
|
|
2022
Q3 | $104K | Sell |
994
-37
| -4% | -$3.87K | 0.01% | 270 |
|
|
2022
Q2 | $117K | Buy |
1,031
+130
| +14% | +$14.8K | 0.02% | 265 |
|
|
2022
Q1 | $110K | Sell |
901
-220
| -20% | -$26.9K | 0.01% | 319 |
|
|
2021
Q4 | $144K | Sell |
1,121
-635
| -36% | -$81.6K | 0.01% | 285 |
|
|
2021
Q3 | $224K | Sell |
1,756
-3,242
| -65% | -$414K | 0.02% | 280 |
|
|
2021
Q2 | $641K | Sell |
4,998
-1,649
| -25% | -$211K | 0.08% | 129 |
|
|
2021
Q1 | $833K | Sell |
6,647
-13,519
| -67% | -$1.69M | 0.13% | 90 |
|
|
2020
Q4 | $2.58M | Sell |
20,166
-599
| -3% | -$76.5K | 0.41% | 66 |
|
|
2020
Q3 | $2.63M | Buy |
20,765
+10,763
| +108% | +$1.36M | 0.79% | 43 |
|
|
2020
Q2 | $1.23M | Buy |
10,002
+6,392
| +177% | +$786K | 0.51% | 59 |
|
|
2020
Q1 | $426K | Buy |
3,610
+257
| +8% | +$30.3K | 0.3% | 58 |
|
|
2019
Q4 | $391K | Buy |
+3,353
| New | +$391K | 0.21% | 63 |
|