Guardian Wealth Advisors (North Carolina)’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.2K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.7K | Sell |
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|
2023
Q2 | $13.2K | Hold |
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|
2023
Q1 | $13.6K | Hold |
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|
2022
Q4 | $13.1K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $44K | Buy |
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