HB 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 | $404K | Hold |
3,670
| – | – | ﹤0.01% | 806 |
|
|
2025
Q1 | $408K | Sell |
3,670
-570
| -13% | -$63.3K | ﹤0.01% | 822 |
|
|
2024
Q4 | $452K | Sell |
4,240
-886
| -17% | -$94.4K | ﹤0.01% | 646 |
|
|
2024
Q3 | $566K | Buy |
5,126
+558
| +12% | +$61.6K | 0.01% | 546 |
|
|
2024
Q2 | $488K | Sell |
4,568
-4
| -0.1% | -$427 | 0.01% | 544 |
|
|
2024
Q1 | $491K | Sell |
4,572
-151
| -3% | -$16.2K | 0.01% | 505 |
|
|
2023
Q4 | $508K | Sell |
4,723
-355
| -7% | -$38.2K | 0.01% | 455 |
|
|
2023
Q3 | $527K | Sell |
5,078
-2,147
| -30% | -$223K | 0.01% | 415 |
|
|
2023
Q2 | $778K | Sell |
7,225
-292
| -4% | -$31.4K | 0.01% | 330 |
|
|
2023
Q1 | $829K | Sell |
7,517
-426
| -5% | -$47K | 0.01% | 313 |
|
|
2022
Q4 | $845K | Sell |
7,943
-9,188
| -54% | -$978K | 0.02% | 307 |
|
|
2022
Q3 | $1.8M | Buy |
17,131
+5,493
| +47% | +$576K | 0.04% | 189 |
|
|
2022
Q2 | $1.33M | Buy |
11,638
+2,195
| +23% | +$250K | 0.03% | 218 |
|
|
2022
Q1 | $1.18M | Buy |
9,443
+210
| +2% | +$26.2K | 0.02% | 252 |
|
|
2021
Q4 | $1.19M | Buy |
+9,233
| New | +$1.19M | 0.02% | 222 |
|