Laurie J. Hall Trustee’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
Q1
Sell
-365
Closed -$39K 227
2024
Q4
$39K Hold
365
0.01% 194
2024
Q3
$40K Hold
365
0.01% 201
2024
Q2
$39K Sell
365
-333
-48% -$35.6K 0.01% 185
2024
Q1
$75K Sell
698
-502
-42% -$53.9K 0.03% 159
2023
Q4
$129K Hold
1,200
0.05% 130
2023
Q3
$124K Hold
1,200
0.05% 126
2023
Q2
$129K Hold
1,200
0.05% 126
2023
Q1
$132K Hold
1,200
0.06% 123
2022
Q4
$128K Hold
1,200
0.06% 123
2022
Q3
$125K Hold
1,200
0.06% 123
2022
Q2
$136K Hold
1,200
0.06% 121
2022
Q1
$149K Hold
1,200
0.06% 124
2021
Q4
$155K Hold
1,200
0.05% 130
2021
Q3
$154K Hold
1,200
0.06% 126
2021
Q2
$154K Hold
1,200
0.06% 129
2021
Q1
$152K Hold
1,200
0.06% 133
2020
Q4
$154K Hold
1,200
0.06% 125
2020
Q3
$152K Buy
+1,200
New +$152K 0.07% 118
2019
Q4
$140K Hold
1,200
0.06% 125
2019
Q3
$140K Hold
1,200
0.07% 127
2019
Q2
$139K Hold
1,200
0.07% 130
2019
Q1
$135K Hold
1,200
0.07% 128
2018
Q4
$1K Hold
1,200
﹤0.01% 332
2018
Q3
$133K Hold
1,200
0.07% 136
2018
Q2
$135K Hold
1,200
0.08% 132
2018
Q1
$135K Hold
1,200
0.08% 125
2017
Q4
$136K Hold
1,200
0.08% 128
2017
Q3
$136K Hold
1,200
0.08% 105
2017
Q2
$136K Hold
1,200
0.09% 108
2017
Q1
$138K Hold
1,200
0.09% 109
2016
Q4
$136K Buy
+1,200
New +$136K 0.09% 111
2016
Q2
$141K Hold
1,200
0.09% 112
2016
Q1
$136K Hold
1,200
0.09% 113
2015
Q4
$133K Buy
+1,200
New +$133K 0.1% 107