IAG Wealth Partners’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 | $9.13K | Hold |
83
| – | – | ﹤0.01% | 350 |
|
|
2025
Q1 | $9.22K | Buy |
83
+2
| +2% | +$222 | ﹤0.01% | 346 |
|
|
2024
Q4 | $8.63K | Hold |
81
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $8.95K | Hold |
81
| – | – | ﹤0.01% | 357 |
|
|
2024
Q2 | $8.65K | Sell |
81
-61
| -43% | -$6.51K | ﹤0.01% | 343 |
|
|
2024
Q1 | $15.3K | Buy |
142
+64
| +82% | +$6.87K | ﹤0.01% | 266 |
|
|
2023
Q4 | $8.38K | Hold |
78
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $8.09K | Hold |
78
| – | – | ﹤0.01% | 326 |
|
|
2023
Q2 | $8.39K | Hold |
78
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $8.6K | Hold |
78
| – | – | ﹤0.01% | 328 |
|
|
2022
Q4 | $8.3K | Hold |
78
| – | – | ﹤0.01% | 309 |
|
|
2022
Q3 | $8K | Hold |
78
| – | – | ﹤0.01% | 294 |
|
|
2022
Q2 | $9K | Sell |
78
-490
| -86% | -$56.5K | ﹤0.01% | 289 |
|
|
2022
Q1 | $71K | Buy |
568
+2
| +0.4% | +$250 | 0.02% | 113 |
|
|
2021
Q4 | $73K | Buy |
566
+470
| +490% | +$60.6K | 0.02% | 109 |
|
|
2021
Q3 | $13K | Buy |
96
+20
| +26% | +$2.71K | ﹤0.01% | 243 |
|
|
2021
Q2 | $10K | Hold |
76
| – | – | ﹤0.01% | 269 |
|
|
2021
Q1 | $10K | Buy |
76
+4
| +6% | +$526 | ﹤0.01% | 269 |
|
|
2020
Q4 | $10K | Hold |
72
| – | – | ﹤0.01% | 239 |
|
|
2020
Q3 | $10K | Hold |
72
| – | – | ﹤0.01% | 226 |
|
|
2020
Q2 | $9K | Hold |
72
| – | – | ﹤0.01% | 240 |
|
|
2020
Q1 | $9K | Hold |
72
| – | – | 0.01% | 223 |
|
|
2019
Q4 | $9K | Buy |
+72
| New | +$9K | 0.01% | 276 |
|