Golden State Wealth 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 | $29K | Buy |
263
+26
| +11% | +$2.87K | ﹤0.01% | 782 |
|
|
2025
Q1 | $26.3K | Buy |
237
+177
| +295% | +$19.7K | ﹤0.01% | 733 |
|
|
2024
Q4 | $6.39K | Buy |
+60
| New | +$6.39K | ﹤0.01% | 1070 |
|
|
2022
Q1 | – | Sell |
-2,220
| Closed | -$287K | – | 363 |
|
|
2021
Q4 | $287K | Buy |
+2,220
| New | +$287K | 0.05% | 294 |
|
|
2020
Q2 | – | Sell |
-890
| Closed | -$105K | – | 821 |
|
|
2020
Q1 | $105K | Sell |
890
-149,328
| -99% | -$17.6M | 0.05% | 243 |
|
|
2019
Q4 | $17.5M | Buy |
150,218
+149,386
| +17,955% | +$17.4M | 3.35% | 11 |
|
|
2019
Q3 | $97K | Buy |
832
+12
| +1% | +$1.4K | 0.03% | 319 |
|
|
2019
Q2 | $94K | Buy |
820
+67
| +9% | +$7.68K | 0.03% | 341 |
|
|
2019
Q1 | $85K | Buy |
+753
| New | +$85K | 0.03% | 346 |
|