Heck Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Heck Capital Advisors’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-89	Closed	-$9.46K	–	258
2024 Q4	$9.46K	Sell	89 -426	-83%	-$46.1K	﹤0.01%	227
2024 Q3	$56.9K	Sell	515 -335	-39%	-$36.4K	0.01%	160
2024 Q2	$90.7K	Buy	850 +10	+1%	+$1.06K	0.01%	150
2024 Q1	$90.2K	Sell	840 -152	-15%	-$16.2K	0.01%	148
2023 Q4	$107K	Sell	992 -92	-8%	-$9.62K	0.02%	140
2023 Q3	$112K	Sell	1,084 -417	-28%	-$44.1K	0.02%	135
2023 Q2	$162K	Sell	1,501 -149	-9%	-$16.2K	0.03%	128
2023 Q1	$182K	Buy	1,650 +1,565	+1,841%	+$169K	0.03%	117
2022 Q4	$9.06K	Hold	85	–	–	﹤0.01%	135
2022 Q3	$8.89K	Buy	85 +3	+4%	+$340	﹤0.01%	134
2022 Q2	$9.39K	Buy	82 +2	+3%	+$237	﹤0.01%	135
2022 Q1	$10K	Hold	80	–	–	﹤0.01%	126
2021 Q4	$10.3K	Buy	80 +1	+1%	+$129	﹤0.01%	114
2021 Q3	$10.1K	Buy	79 +2	+3%	+$258	﹤0.01%	115
2021 Q2	$9.91K	Hold	77	–	–	﹤0.01%	111
2021 Q1	$9.6K	Hold	77	–	–	﹤0.01%	110
2020 Q4	$9.77K	Sell	77 -7	-8%	-$883	﹤0.01%	101
2020 Q3	$10.6K	Hold	84	–	–	﹤0.01%	97
2020 Q2	$10.3K	Hold	84	–	–	﹤0.01%	104
2020 Q1	$9.86K	Sell	84 -15,700	-99%	-$1.85M	﹤0.01%	99
2019 Q4	$1.84M	Buy	15,784 +856	+6%	+$99.5K	0.44%	27
2019 Q3	$1.74M	Sell	14,928 -395	-3%	-$45.9K	0.53%	27
2019 Q2	$1.77M	Buy	15,323 +1,100	+8%	+$125K	0.47%	25
2019 Q1	$1.61M	Buy	14,223 +717	+5%	+$79.5K	0.48%	25
2018 Q4	$1.48M	Buy	13,506 +103	+0.8%	+$11.2K	0.54%	24
2018 Q3	$1.48M	Buy	13,403 +1,239	+10%	+$138K	0.49%	27
2018 Q2	$1.37M	Sell	12,164 -448	-4%	-$50.3K	0.5%	27
2018 Q1	$1.43M	Sell	12,612 -22,176	-64%	-$2.5M	0.63%	25
2017 Q4	$3.97M	Buy	34,788 +1,155	+3%	+$131K	1.93%	16
2017 Q3	$3.82M	Buy	33,633 +1,236	+4%	+$141K	2.04%	14
2017 Q2	$3.67M	Buy	32,397 +1,156	+4%	+$132K	2.13%	14
2017 Q1	$3.58M	Buy	31,241 +3,961	+15%	+$451K	2.21%	14
2016 Q4	$3.09M	Buy	+27,280	New	+$3.11M	2.25%	12