Hemington 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 | $102K | Buy |
933
+13
| +1% | +$1.42K | 0.01% | 214 |
|
|
2025
Q1 | $102K | Hold |
920
| – | – | 0.02% | 202 |
|
|
2024
Q4 | $98K | Buy |
920
+3
| +0.3% | +$320 | 0.02% | 195 |
|
|
2024
Q3 | $99K | Buy |
+917
| New | +$99K | 0.03% | 189 |
|
|
2022
Q2 | – | Sell |
-9,859
| Closed | -$1.23M | – | 109 |
|
|
2022
Q1 | $1.23M | Buy |
+9,859
| New | +$1.23M | 0.41% | 33 |
|
|
2021
Q4 | – | Sell |
-4,043
| Closed | -$516K | – | 97 |
|
|
2021
Q3 | $516K | Hold |
4,043
| – | – | 0.19% | 54 |
|
|
2021
Q2 | $518K | Hold |
4,043
| – | – | 0.22% | 53 |
|
|
2021
Q1 | $507K | Buy |
+4,043
| New | +$507K | 0.22% | 51 |
|