Kingswood Wealth Advisors’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 | $200K | Sell |
1,819
-95
| -5% | -$10.5K | 0.02% | 708 |
|
|
2025
Q1 | $212K | Sell |
1,914
-710
| -27% | -$78.8K | 0.02% | 669 |
|
|
2024
Q4 | $280K | Buy |
2,624
+511
| +24% | +$54.5K | 0.02% | 632 |
|
|
2024
Q3 | $233K | Sell |
2,113
-93
| -4% | -$10.3K | 0.02% | 637 |
|
|
2024
Q2 | $236K | Sell |
2,206
-515
| -19% | -$55K | 0.02% | 590 |
|
|
2024
Q1 | $292K | Sell |
2,721
-4,494
| -62% | -$483K | 0.03% | 486 |
|
|
2023
Q4 | $776K | Buy |
7,215
+3,642
| +102% | +$391K | 0.09% | 245 |
|
|
2023
Q3 | $371K | Buy |
+3,573
| New | +$371K | 0.06% | 303 |
|