Insight Wealth Partners’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
Q2 | $5.13M | Buy |
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|
2025
Q1 | $5.13M | Buy |
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|
2024
Q4 | $4.92M | Buy |
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|
2024
Q3 | $4.72M | Buy |
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|
2024
Q2 | $4.4M | Sell |
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|
2024
Q1 | $4.61M | Buy |
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|
2023
Q4 | $3.83M | Sell |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $5.67M | Sell |
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|
2022
Q4 | $5.55M | Buy |
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|
2022
Q3 | $5.42M | Buy |
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|
2022
Q2 | $5.58M | Sell |
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|
2022
Q1 | $6.12M | Sell |
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|
2021
Q4 | $16M | Buy |
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|
2021
Q3 | $14.1M | Buy |
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|
2021
Q2 | $12M | Sell |
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|
2021
Q1 | $11.9M | Buy |
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