Horizons 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 | $5.99M | Sell |
54,456
-861
| -2% | -$94.7K | 4.27% | 6 |
|
|
2025
Q1 | $6.15M | Buy |
55,317
+1,644
| +3% | +$183K | 4.57% | 6 |
|
|
2024
Q4 | $5.72M | Buy |
53,673
+1,801
| +3% | +$192K | 4.36% | 6 |
|
|
2024
Q3 | $5.73M | Buy |
51,872
+139
| +0.3% | +$15.4K | 4.4% | 6 |
|
|
2024
Q2 | $5.55M | Sell |
51,733
-12,789
| -20% | -$1.37M | 4.39% | 6 |
|
|
2024
Q1 | $6.94M | Hold |
64,522
| – | – | 4.54% | 6 |
|
|
2023
Q4 | $6.94M | Buy |
64,522
+3,628
| +6% | +$390K | 4.54% | 6 |
|
|
2023
Q3 | $6.32M | Buy |
60,894
+2,616
| +4% | +$271K | 4.61% | 7 |
|
|
2023
Q2 | $6.27M | Buy |
58,278
+924
| +2% | +$99.3K | 4.45% | 7 |
|
|
2023
Q1 | $6.32M | Buy |
57,354
+3,571
| +7% | +$394K | 4.64% | 7 |
|
|
2022
Q4 | $5.73M | Sell |
53,783
-166
| -0.3% | -$17.7K | 4.58% | 7 |
|
|
2022
Q3 | $5.66M | Buy |
53,949
+329
| +0.6% | +$34.5K | 5.21% | 7 |
|
|
2022
Q2 | $6.2M | Buy |
+53,620
| New | +$6.2M | 5.07% | 7 |
|