Golden State Equity 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 | $634K | Buy |
5,763
+194
| +3% | +$21.3K | 0.12% | 213 |
|
|
2025
Q1 | $619K | Buy |
+5,569
| New | +$619K | 0.12% | 206 |
|
|
2024
Q4 | – | Sell |
-55
| Closed | -$6.08K | – | 840 |
|
|
2024
Q3 | $6.08K | Buy |
+55
| New | +$6.08K | ﹤0.01% | 634 |
|
|
2022
Q1 | – | Sell |
-6,252
| Closed | -$808K | – | 219 |
|
|
2021
Q4 | $808K | Buy |
6,252
+2,018
| +48% | +$261K | 0.41% | 60 |
|
|
2021
Q3 | $541K | Sell |
4,234
-20
| -0.5% | -$2.56K | 0.22% | 108 |
|
|
2021
Q2 | $545K | Buy |
4,254
+657
| +18% | +$84.2K | 0.21% | 116 |
|
|
2021
Q1 | $451K | Sell |
3,597
-20
| -0.6% | -$2.51K | 0.26% | 96 |
|
|
2020
Q4 | $461K | Buy |
+3,617
| New | +$461K | 0.32% | 86 |
|