IFWM
Institute for Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
2,006
-14
| -0.7% | -$1.54K | 0.02% | 516 |
|
|
2025
Q1 | $224K | Sell |
2,020
-632
| -24% | -$70.2K | 0.03% | 483 |
|
|
2024
Q4 | $283K | Sell |
2,652
-38
| -1% | -$4.05K | 0.04% | 411 |
|
|
2024
Q3 | $297K | Sell |
2,690
-23
| -0.8% | -$2.54K | 0.04% | 416 |
|
|
2024
Q2 | $290K | Sell |
2,713
-119
| -4% | -$12.7K | 0.04% | 391 |
|
|
2024
Q1 | $304K | Buy |
2,832
+18
| +0.6% | +$1.93K | 0.04% | 382 |
|
|
2023
Q4 | $302K | Sell |
2,814
-53
| -2% | -$5.7K | 0.05% | 364 |
|
|
2023
Q3 | $297K | Sell |
2,867
-77
| -3% | -$7.99K | 0.05% | 344 |
|
|
2023
Q2 | $317K | Sell |
2,944
-270
| -8% | -$29.1K | 0.05% | 349 |
|
|
2023
Q1 | $354K | Sell |
3,214
-320
| -9% | -$35.3K | 0.07% | 312 |
|
|
2022
Q4 | $376K | Buy |
3,534
+372
| +12% | +$39.6K | 0.08% | 307 |
|
|
2022
Q3 | $332K | Sell |
3,162
-594
| -16% | -$62.4K | 0.07% | 317 |
|
|
2022
Q2 | $428K | Sell |
3,756
-1,219
| -25% | -$139K | 0.08% | 306 |
|
|
2022
Q1 | $620K | Sell |
4,975
-97
| -2% | -$12.1K | 0.1% | 242 |
|
|
2021
Q4 | $655K | Buy |
5,072
+273
| +6% | +$35.3K | 0.11% | 234 |
|
|
2021
Q3 | $613K | Sell |
4,799
-50
| -1% | -$6.39K | 0.11% | 230 |
|
|
2021
Q2 | $621K | Sell |
4,849
-1,357
| -22% | -$174K | 0.11% | 227 |
|
|
2021
Q1 | $779K | Sell |
6,206
-995
| -14% | -$125K | 0.15% | 183 |
|
|
2020
Q4 | $919K | Sell |
7,201
-982
| -12% | -$125K | 0.18% | 143 |
|
|
2020
Q3 | $1.04M | Sell |
8,183
-1,212
| -13% | -$153K | 0.24% | 106 |
|
|
2020
Q2 | $1.16M | Sell |
9,395
-592
| -6% | -$72.8K | 0.28% | 94 |
|
|
2020
Q1 | $1.18M | Sell |
9,987
-644
| -6% | -$76K | 0.36% | 67 |
|
|
2019
Q4 | $1.24M | Sell |
10,631
-1,669
| -14% | -$195K | 0.28% | 95 |
|
|
2019
Q3 | $1.43M | Sell |
12,300
-3,732
| -23% | -$434K | 0.36% | 67 |
|
|
2019
Q2 | $1.85M | Buy |
16,032
+1,885
| +13% | +$218K | 0.41% | 55 |
|
|
2019
Q1 | $1.6M | Buy |
+14,147
| New | +$1.6M | 0.35% | 65 |
|
|
2018
Q4 | – | Sell |
-17,817
| Closed | -$1.97M | – | 334 |
|
|
2018
Q3 | $1.97M | Sell |
17,817
-7,207
| -29% | -$798K | 0.67% | 41 |
|
|
2018
Q2 | $2.81M | Buy |
25,024
+14,502
| +138% | +$1.63M | 0.9% | 22 |
|
|
2018
Q1 | $1.18M | Sell |
10,522
-14,652
| -58% | -$1.64M | 0.35% | 99 |
|
|
2017
Q4 | $2.86M | Buy |
25,174
+17,071
| +211% | +$1.94M | 0.66% | 33 |
|
|
2017
Q3 | $920K | Sell |
8,103
-948
| -10% | -$108K | 0.3% | 113 |
|
|
2017
Q2 | $1.03M | Buy |
+9,051
| New | +$1.03M | 0.28% | 107 |
|
|
2013
Q3 | – | Sell |
-118
| Closed | -$13K | – | 112 |
|
|
2013
Q2 | $13K | Buy |
+118
| New | +$13K | 0.01% | 82 |
|