HB Wealth Management’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
2025
Q3
$393K Sell
2025
Q2
$404K Hold
2025
Q1
$408K Sell
2024
Q4
$452K Sell
2024
Q3
$566K Buy
2024
Q2
$488K Sell
2024
Q1
$491K Sell
2023
Q4
$508K Sell
2023
Q3
$527K Sell
2023
Q2
$778K Sell
2023
Q1
$829K Sell
2022
Q4
$845K Sell
2022
Q3
$1.8M Buy
2022
Q2
$1.33M Buy
2022
Q1
$1.18M Buy
2021
Q4
$1.19M Buy