HCR Wealth Advisors’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 | $352K | Sell |
|
|||||
|
2025
Q2 | $478K | Hold |
|
|||||
|
2025
Q1 | $483K | Hold |
|
|||||
|
2024
Q4 | $463K | Hold |
|
|||||
|
2024
Q3 | $480K | Hold |
|
|||||
|
2024
Q2 | $464K | Buy |
|
|||||
|
2024
Q1 | $439K | Sell |
|
|||||
|
2023
Q4 | $487K | Buy |
|
|||||
|
2023
Q3 | $469K | Hold |
|
|||||
|
2023
Q2 | $487K | Hold |
|
|||||
|
2023
Q1 | $498K | Hold |
|
|||||
|
2022
Q4 | $481K | Hold |
|
|||||
|
2022
Q3 | $474K | Sell |
|
|||||
|
2022
Q2 | $754K | Sell |
|
|||||
|
2022
Q1 | $827K | Buy |
|
|||||
|
2021
Q4 | $854K | Buy |
|
|||||
|
2021
Q3 | $462K | Hold |
|
|||||
|
2021
Q2 | $463K | Sell |
|
|||||
|
2021
Q1 | $491K | Buy |
|
|||||
|
2020
Q4 | $250K | Buy |
|
|||||
|
2020
Q3 | $245K | Hold |
|
|||||
|
2020
Q2 | $239K | Hold |
|
|||||
|
2020
Q1 | $229K | Hold |
|
|||||
|
2019
Q4 | $226K | Buy |
|
|||||
|
2019
Q3 | $222K | Sell |
|
|||||
|
2019
Q2 | $243K | Buy |
|
|||||
|
2019
Q1 | $228K | Buy |
|