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
SLI
3AM
Laurie J. Hall Trustee's TIP Position: Q1 2025 in Review
Laurie J. Hall Trustee sold out of iShares TIPS Bond ETF (TIP) in Q1 2025, closing a stake of 365 shares — an estimated $39K sold.
Laurie J. Hall Trustee first reported a position in TIP in Q4 2015 and held it in 34 quarters. The position peaked at $155K in Q4 2021. 1,004 funds tracked by Wall St. Rank hold TIP as of Q1 2025.
- Laurie J. Hall Trustee reported no remaining iShares TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
- Laurie J. Hall Trustee sold 365 iShares TIPS Bond ETF shares in Q1 2025, an estimated $39K.
- Laurie J. Hall Trustee first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 34 quarters.
- Laurie J. Hall Trustee's iShares TIPS Bond ETF position peaked at $155K in Q4 2021.
- 1,004 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2025.
Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.