Glassman Wealth Services’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 | $15.1K | Hold |
137
| – | – | ﹤0.01% | 137 |
|
|
2025
Q1 | $15.2K | Hold |
137
| – | – | ﹤0.01% | 139 |
|
|
2024
Q4 | $14.6K | Hold |
137
| – | – | ﹤0.01% | 134 |
|
|
2024
Q3 | $15.1K | Hold |
137
| – | – | ﹤0.01% | 135 |
|
|
2024
Q2 | $14.6K | Hold |
137
| – | – | ﹤0.01% | 142 |
|
|
2024
Q1 | $14.7K | Hold |
137
| – | – | ﹤0.01% | 147 |
|
|
2023
Q4 | $14.7K | Hold |
137
| – | – | ﹤0.01% | 777 |
|
|
2023
Q3 | $14.2K | Hold |
137
| – | – | ﹤0.01% | 755 |
|
|
2023
Q2 | $14.7K | Hold |
137
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $15.1K | Hold |
137
| – | – | ﹤0.01% | 701 |
|
|
2022
Q4 | $14.6K | Buy |
+137
| New | +$14.6K | ﹤0.01% | 737 |
|
|
2022
Q1 | – | Sell |
-51
| Closed | -$7K | – | 1943 |
|
|
2021
Q4 | $7K | Buy |
+51
| New | +$7K | ﹤0.01% | 908 |
|
|
2019
Q2 | – | Sell |
-221
| Closed | -$25K | – | 1359 |
|
|
2019
Q1 | $25K | Buy |
+221
| New | +$25K | 0.01% | 326 |
|
|
2018
Q3 | – | Sell |
-57
| Closed | -$6K | – | 960 |
|
|
2018
Q2 | $6K | Hold |
57
| – | – | ﹤0.01% | 425 |
|
|
2018
Q1 | $6K | Buy |
57
+1
| +2% | +$105 | ﹤0.01% | 407 |
|
|
2017
Q4 | $6K | Sell |
56
-1
| -2% | -$107 | ﹤0.01% | 380 |
|
|
2017
Q3 | $6K | Hold |
57
| – | – | ﹤0.01% | 343 |
|
|
2017
Q2 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 347 |
|
|
2017
Q1 | – | Sell |
-2,023
| Closed | -$229K | – | 688 |
|
|
2016
Q4 | $229K | Buy |
2,023
+1,969
| +3,646% | +$223K | 0.16% | 67 |
|
|
2016
Q3 | $6K | Buy |
+54
| New | +$6K | 0.01% | 352 |
|