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