Institute for Wealth Management’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 | $443K | Buy |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $317K | Sell |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $613K | Sell |
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|
2021
Q2 | $621K | Sell |
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|
2021
Q1 | $779K | Sell |
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|
2020
Q4 | $919K | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.43M | Sell |
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|
2019
Q2 | $1.85M | Buy |
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|
2019
Q1 | $1.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.97M | Sell |
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|
2018
Q2 | $2.81M | Buy |
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|
2018
Q1 | $1.18M | Sell |
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|
2017
Q4 | $2.86M | Buy |
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|
2017
Q3 | $920K | Sell |
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|
2017
Q2 | $1.03M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $13K | Buy |
|