Kelleher Financial 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 | $549K | Hold |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $537K | Hold |
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|
2023
Q4 | $537K | Hold |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $538K | Hold |
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|
2023
Q1 | $551K | Hold |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $684K | Hold |
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|
2022
Q2 | $743K | Hold |
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|
2022
Q1 | $812K | Buy |
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|
2021
Q4 | $842K | Hold |
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|
2021
Q3 | $832K | Hold |
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|
2021
Q2 | $834K | Hold |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q4 | $640K | Sell |
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|
2020
Q3 | $824K | Buy |
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|
2020
Q2 | $617K | Buy |
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|
2020
Q1 | $589K | Sell |
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|
2019
Q4 | $757K | Buy |
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|
2019
Q3 | $581K | Hold |
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|
2019
Q2 | $577K | Buy |
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|
2018
Q4 | $547K | Hold |
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|
2018
Q3 | $553K | Hold |
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|
2018
Q2 | $564K | Hold |
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|
2018
Q1 | $565K | Hold |
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|
2017
Q4 | $570K | Sell |
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|
2017
Q3 | $568K | Hold |
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|
2017
Q2 | $567K | Hold |
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|
2017
Q1 | $573K | Buy |
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|
2016
Q4 | $565K | Hold |
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|
2016
Q3 | $582K | Hold |
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|
2016
Q2 | $583K | Hold |
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|
2016
Q1 | $573K | Hold |
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|
2015
Q4 | $548K | Hold |
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|
2015
Q3 | $553K | Hold |
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|
2015
Q2 | $560K | Hold |
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|
2015
Q1 | $567K | Hold |
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|
2014
Q4 | $560K | Hold |
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|
2014
Q3 | $565K | Hold |
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|
2014
Q2 | $577K | Hold |
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|
2014
Q1 | $560K | Hold |
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|
2013
Q4 | $550K | Hold |
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|
2013
Q3 | $563K | Hold |
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|
2013
Q2 | $560K | Buy |
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