IVC Wealth Advisors’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 | $372K | Sell |
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|
2025
Q2 | $492K | Sell |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $731K | Sell |
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|
2024
Q2 | $764K | Sell |
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|
2024
Q1 | $862K | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $6.09M | Sell |
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|
2021
Q4 | $6.44M | Buy |
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|
2021
Q3 | $5.82M | Buy |
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|
2021
Q2 | $5.27M | Buy |
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|
2021
Q1 | $4.22M | Buy |
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|
2020
Q4 | $481K | Buy |
|