J.W. Cole 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
Q2 | $3.91M | Buy |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $892K | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $3.74M | Sell |
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|
2023
Q2 | $4.42M | Sell |
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|
2023
Q1 | $5.16M | Sell |
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|
2022
Q4 | $5.59M | Sell |
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|
2022
Q3 | $5.95M | Buy |
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|
2022
Q2 | $4.52M | Sell |
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|
2022
Q1 | $9.98M | Buy |
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|
2021
Q4 | $9.99M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.96M | Sell |
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|
2021
Q1 | $9.18M | Buy |
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|
2020
Q4 | $8.43M | Buy |
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|
2020
Q3 | $4.25M | Sell |
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|
2020
Q2 | $7.79M | Buy |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $4.58M | Buy |
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