Icon Wealth 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
Q3
$134K Hold
2025
Q2
$133K Sell
2025
Q1
$154K Sell
2024
Q4
$174K Sell
2024
Q3
$181K Sell
2024
Q2
$1.03M Sell
2024
Q1
$1.05M Buy
2023
Q4
$1M Buy
2022
Q4
$840K Sell
2022
Q3
$5.53M Buy