Journey Strategic Wealth’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 | $240K | Hold |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.1M | Buy |
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