Heck Capital 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
Q1 | – | Sell |
-89
| Closed | -$9.46K | – | 731 |
|
|
2024
Q4 | $9.46K | Sell |
89
-426
| -83% | -$46.1K | ﹤0.01% | 539 |
|
|
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 |
|
Other funds holding TIP
SLI
3AM
Heck Capital Advisors's TIP Position: Q1 2025 in Review
Heck Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 89 shares — an estimated $9.46K sold.
Heck Capital Advisors first reported a position in TIP in Q4 2016 and held it in 33 quarters. The position peaked at $3.97M in Q4 2017. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.
- Heck Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
- Heck Capital Advisors sold 89 iShares TIPS Bond ETF shares in Q1 2025, an estimated $9.46K.
- Heck Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2016 and held it in 33 quarters.
- Heck Capital Advisors's iShares TIPS Bond ETF position peaked at $3.97M in Q4 2017.
- 1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.
Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.