Invictus Private 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 | $1.83M | Buy |
16,600
+5,102
| +44% | +$561K | 0.13% | 32 |
|
|
2025
Q1 | $1.28M | Sell |
11,498
-173
| -1% | -$19.2K | 0.1% | 34 |
|
|
2024
Q4 | $1.24M | Buy |
11,671
+123
| +1% | +$13.1K | 0.09% | 35 |
|
|
2024
Q3 | $1.28M | Buy |
11,548
+603
| +6% | +$66.6K | 0.1% | 35 |
|
|
2024
Q2 | $1.17M | Buy |
10,945
+1,710
| +19% | +$183K | 0.1% | 36 |
|
|
2024
Q1 | $992K | Sell |
9,235
-11,119
| -55% | -$1.19M | 0.09% | 36 |
|
|
2023
Q4 | $2.19M | Sell |
20,354
-3,751
| -16% | -$403K | 0.21% | 31 |
|
|
2023
Q3 | $2.5M | Buy |
24,105
+992
| +4% | +$103K | 0.27% | 30 |
|
|
2023
Q2 | $2.49M | Sell |
23,113
-4,539
| -16% | -$488K | 0.27% | 30 |
|
|
2023
Q1 | $3.05M | Sell |
27,652
-8,158
| -23% | -$899K | 0.36% | 31 |
|
|
2022
Q4 | $3.81M | Buy |
+35,810
| New | +$3.81M | 0.49% | 24 |
|