Jones Financial Companies’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
31,520
+1,340
| +4% | +$147K | ﹤0.01% | 596 |
|
|
2025
Q1 | $3.34M | Buy |
30,180
+6,437
| +27% | +$712K | ﹤0.01% | 519 |
|
|
2024
Q4 | $2.53M | Buy |
23,743
+7,957
| +50% | +$848K | ﹤0.01% | 503 |
|
|
2024
Q3 | $1.74M | Buy |
15,786
+8,733
| +124% | +$965K | ﹤0.01% | 483 |
|
|
2024
Q2 | $753K | Buy |
7,053
+5,566
| +374% | +$594K | ﹤0.01% | 470 |
|
|
2024
Q1 | $160K | Buy |
1,487
+512
| +53% | +$55K | ﹤0.01% | 498 |
|
|
2023
Q4 | $105K | Buy |
+975
| New | +$105K | ﹤0.01% | 398 |
|
|
2013
Q4 | – | Sell |
-262
| Closed | -$29K | – | 511 |
|
|
2013
Q3 | $29K | Sell |
262
-1,630
| -86% | -$180K | ﹤0.01% | 378 |
|
|
2013
Q2 | $212K | Buy |
+1,892
| New | +$212K | ﹤0.01% | 205 |
|