Jeppson Wealth Management’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 | $499K | Buy |
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|
2025
Q2 | $489K | Buy |
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|
2025
Q1 | $487K | Hold |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $478K | Buy |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $613K | Sell |
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|
2022
Q4 | $621K | Sell |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $5.7M | Buy |
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|
2021
Q3 | $5.05M | Buy |
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|
2021
Q2 | $5.03M | Sell |
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|
2021
Q1 | $5.03M | Buy |
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|
2020
Q4 | $5.01M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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