J.W. Coons 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 | $461K | Hold |
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|
2025
Q1 | $466K | Hold |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $529K | Hold |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $855K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $905K | Buy |
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|
2022
Q2 | $898K | Hold |
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|
2022
Q1 | $978K | Buy |
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|
2021
Q4 | $981K | Buy |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q2 | $760K | Sell |
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|
2021
Q1 | $893K | Sell |
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|
2020
Q4 | $913K | Sell |
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|
2020
Q3 | $936K | Buy |
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|
2020
Q2 | $889K | Buy |
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|
2020
Q1 | $835K | Buy |
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