Laurie J. Hall Trustee’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
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% -$35.4K 0.01% 185
2024
Q1
$75K Sell
698
-502
-42% -$53.6K 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 +$151K 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 +$137K 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

Other funds holding TIP