Gerber Kawasaki Wealth & Investment 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 | $292K | Buy |
+2,651
| New | +$292K | 0.01% | 260 |
|
|
2022
Q4 | – | Sell |
-2,230
| Closed | -$233K | – | 265 |
|
|
2022
Q3 | $233K | Sell |
2,230
-255
| -10% | -$26.6K | 0.02% | 203 |
|
|
2022
Q2 | $283K | Buy |
2,485
+584
| +31% | +$66.5K | 0.03% | 197 |
|
|
2022
Q1 | $236K | Buy |
+1,901
| New | +$236K | 0.02% | 232 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$6K | – | 1010 |
|
|
2021
Q3 | $6K | Sell |
6
-1,635
| -100% | -$1.64M | ﹤0.01% | 732 |
|
|
2021
Q2 | $210K | Hold |
1,641
| – | – | 0.02% | 229 |
|
|
2021
Q1 | $205K | Buy |
+1,641
| New | +$205K | 0.02% | 204 |
|
|
2018
Q2 | – | Sell |
-1,985
| Closed | -$224K | – | 117 |
|
|
2018
Q1 | $224K | Buy |
+1,985
| New | +$224K | 0.07% | 103 |
|
|
2017
Q2 | – | Sell |
-3,671
| Closed | -$421K | – | 130 |
|
|
2017
Q1 | $421K | Buy |
3,671
+96
| +3% | +$11K | 0.18% | 80 |
|
|
2016
Q4 | $404K | Buy |
+3,575
| New | +$404K | 0.21% | 70 |
|