Impact Partnership Wealth’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 | $3.78M | Buy |
34,321
+3,518
| +11% | +$387K | 0.7% | 25 |
|
2025
Q1 | $3.42M | Buy |
30,803
+1,216
| +4% | +$135K | 0.73% | 23 |
|
2024
Q4 | $3.15M | Sell |
29,587
-7,212
| -20% | -$768K | 0.64% | 24 |
|
2024
Q3 | $4.07M | Buy |
36,799
+7,813
| +27% | +$863K | 0.92% | 21 |
|
2024
Q2 | $3.1M | Buy |
28,986
+15,577
| +116% | +$1.66M | 0.81% | 20 |
|
2024
Q1 | $1.44M | Sell |
13,409
-7,253
| -35% | -$779K | 0.57% | 23 |
|
2023
Q4 | $2.22M | Buy |
20,662
+4,487
| +28% | +$482K | 0.81% | 20 |
|
2023
Q3 | $1.68M | Buy |
16,175
+6,064
| +60% | +$629K | 0.52% | 25 |
|
2023
Q2 | $1.09M | Buy |
+10,111
| New | +$1.09M | 0.38% | 21 |
|