Kovitz Investment Group 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 | $9.82M | Buy |
89,219
+31,137
| +54% | +$3.43M | 0.04% | 312 |
|
|
2025
Q1 | $6.45M | Sell |
58,082
-358
| -0.6% | -$39.8K | 0.03% | 353 |
|
|
2024
Q4 | $6.23M | Buy |
58,440
+31,256
| +115% | +$3.33M | 0.03% | 356 |
|
|
2024
Q3 | $2.99M | Sell |
27,184
-5,387
| -17% | -$592K | 0.02% | 424 |
|
|
2024
Q2 | $3.48M | Buy |
32,571
+18,922
| +139% | +$2.02M | 0.03% | 345 |
|
|
2024
Q1 | $1.47M | Buy |
+13,649
| New | +$1.47M | 0.02% | 345 |
|