KMG Fiduciary Partners’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 | $2.68M | Buy |
24,381
+1,158
| +5% | +$127K | 0.2% | 108 |
|
|
2025
Q1 | $2.58M | Buy |
23,223
+1,829
| +9% | +$203K | 0.21% | 104 |
|
|
2024
Q4 | $2.28M | Buy |
21,394
+5,378
| +34% | +$573K | 0.19% | 115 |
|
|
2024
Q3 | $1.77M | Buy |
16,016
+100
| +0.6% | +$11K | 0.15% | 133 |
|
|
2024
Q2 | $1.7M | Sell |
15,916
-80
| -0.5% | -$8.54K | 0.17% | 104 |
|
|
2024
Q1 | $1.72M | Sell |
15,996
-925
| -5% | -$99.4K | 0.18% | 105 |
|
|
2023
Q4 | $1.82M | Sell |
16,921
-3,085
| -15% | -$332K | 0.21% | 102 |
|
|
2023
Q3 | $2.07M | Buy |
20,006
+1,252
| +7% | +$130K | 0.27% | 89 |
|
|
2023
Q2 | $2.02M | Buy |
18,754
+1,907
| +11% | +$205K | 0.26% | 92 |
|
|
2023
Q1 | $1.86M | Buy |
16,847
+11,622
| +222% | +$1.28M | 0.27% | 97 |
|
|
2022
Q4 | $556K | Buy |
+5,225
| New | +$556K | 0.09% | 159 |
|