JMG Financial Group’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 | $448K | Buy |
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|
2025
Q2 | $422K | Hold |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $407K | Hold |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $393K | Hold |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $896K | Hold |
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|
2021
Q4 | $929K | Buy |
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|
2021
Q3 | $900K | Hold |
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|
2021
Q2 | $902K | Buy |
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|
2021
Q1 | $506K | Hold |
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|
2020
Q4 | $514K | Buy |
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|
2020
Q3 | $493K | Hold |
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|
2020
Q2 | $479K | Sell |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $477K | Hold |
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|
2019
Q3 | $476K | Buy |
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|
2019
Q2 | $464K | Sell |
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|
2019
Q1 | $458K | Sell |
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|
2018
Q4 | $7.25M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.03M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $883K | Sell |
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|
2016
Q4 | $873K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $273K | Sell |
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|
2015
Q4 | $267K | Sell |
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|
2015
Q3 | $295K | Buy |
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|
2015
Q2 | $298K | Sell |
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|
2015
Q1 | $961K | Sell |
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|
2014
Q4 | $957K | Sell |
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|
2014
Q3 | $993K | Buy |
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|
2014
Q2 | $985K | Buy |
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|
2014
Q1 | $740K | Sell |
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|
2013
Q4 | $964K | Buy |
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|
2013
Q3 | $311K | Sell |
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|
2013
Q2 | $613K | Buy |
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