Lake Hills Wealth Management’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 | – | Sell |
-1,900
| Closed | -$211K | – | 64 |
|
|
2025
Q1 | $211K | Sell |
1,900
-30,616
| -94% | -$3.4M | 0.15% | 41 |
|
|
2024
Q4 | $3.46M | Sell |
32,516
-6,414
| -16% | -$683K | 2.37% | 15 |
|
|
2024
Q3 | $4.3M | Sell |
38,930
-371
| -0.9% | -$41K | 2.88% | 12 |
|
|
2024
Q2 | $4.2M | Buy |
39,301
+6,140
| +19% | +$656K | 3.01% | 13 |
|
|
2024
Q1 | $3.56M | Buy |
33,161
+4,573
| +16% | +$491K | 3.2% | 10 |
|
|
2023
Q4 | $3.07M | Buy |
28,588
+15,099
| +112% | +$1.62M | 3.07% | 13 |
|
|
2023
Q3 | $1.4M | Sell |
13,489
-56
| -0.4% | -$5.81K | 1.42% | 19 |
|
|
2023
Q2 | $1.46M | Buy |
+13,545
| New | +$1.46M | 1.59% | 21 |
|
|
2023
Q1 | – | Sell |
-8,230
| Closed | -$876K | – | 39 |
|
|
2022
Q4 | $876K | Buy |
+8,230
| New | +$876K | 0.87% | 30 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 22 |
|