Independent Family Office’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 | $1.97M | Hold |
17,936
| – | – | 0.92% | 17 |
|
|
2025
Q1 | $1.99M | Sell |
17,936
-2,413
| -12% | -$268K | 1.05% | 14 |
|
|
2024
Q4 | $2.17M | Sell |
20,349
-5
| -0% | -$533 | 1.13% | 14 |
|
|
2024
Q3 | $2.25M | Buy |
20,354
+5
| +0% | +$552 | 1.13% | 17 |
|
|
2024
Q2 | $2.17M | Sell |
20,349
-7,000
| -26% | -$747K | 1.24% | 17 |
|
|
2024
Q1 | $2.94M | Sell |
27,349
-21,900
| -44% | -$2.35M | 1.58% | 13 |
|
|
2023
Q4 | $5.29M | Sell |
49,249
-59
| -0.1% | -$6.34K | 2.99% | 9 |
|
|
2023
Q3 | $5.11M | Hold |
49,308
| – | – | 3.19% | 8 |
|
|
2023
Q2 | $5.31M | Hold |
49,308
| – | – | 3.21% | 9 |
|
|
2023
Q1 | $5.44M | Sell |
49,308
-159
| -0.3% | -$17.5K | 3.14% | 8 |
|
|
2022
Q4 | $5.27M | Sell |
49,467
-1,400
| -3% | -$149K | 3.16% | 9 |
|
|
2022
Q3 | $5.34M | Hold |
50,867
| – | – | 2.63% | 8 |
|
|
2022
Q2 | $5.79K | Buy |
50,867
+2,511
| +5% | +$286 | 2.86% | 6 |
|
|
2022
Q1 | $6.02M | Buy |
48,356
+118
| +0.2% | +$14.7K | 1.97% | 8 |
|
|
2021
Q4 | $6.23M | Sell |
48,238
-365
| -0.8% | -$47.2K | 2.35% | 9 |
|
|
2021
Q3 | $6.21M | Hold |
48,603
| – | – | 2.55% | 9 |
|
|
2021
Q2 | $6.22M | Sell |
48,603
-848
| -2% | -$109K | 2.43% | 9 |
|
|
2021
Q1 | $6.21M | Hold |
49,451
| – | – | 2.44% | 9 |
|
|
2020
Q4 | $6.31M | Sell |
49,451
-5,128
| -9% | -$655K | 2.64% | 8 |
|
|
2020
Q3 | $6.9M | Sell |
54,579
-313
| -0.6% | -$39.6K | 3.27% | 7 |
|
|
2020
Q2 | $6.75M | Hold |
54,892
| – | – | 3.5% | 7 |
|
|
2020
Q1 | $6.47M | Buy |
54,892
+313
| +0.6% | +$36.9K | 4.03% | 6 |
|
|
2019
Q4 | $6.36M | Buy |
+54,579
| New | +$6.36M | 3.99% | 5 |
|