Laurel Wealth Advisors (North Carolina)’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 | $259K | Buy |
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|
2025
Q1 | $28.8K | Hold |
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|
2024
Q4 | $27.6K | Hold |
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|
2024
Q3 | $28.6K | Hold |
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|
2024
Q2 | $27.7K | Hold |
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|
2024
Q1 | $27.8K | Hold |
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|
2023
Q4 | $27.8K | Hold |
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|
2023
Q3 | $26.9K | Sell |
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|
2023
Q2 | $32.7K | Sell |
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|
2023
Q1 | $50.1K | Buy |
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|
2022
Q4 | $41K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $752K | Sell |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $842K | Buy |
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|
2020
Q4 | $843K | Sell |
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|
2020
Q3 | $855K | Buy |
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|
2020
Q2 | $789K | Buy |
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|
2020
Q1 | $728K | Buy |
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|
2019
Q4 | $712K | Sell |
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|
2019
Q3 | $719K | Sell |
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|
2019
Q2 | $729K | Sell |
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|
2019
Q1 | $777K | Buy |
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|
2018
Q4 | $698K | Buy |
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