Leavell Investment Management’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
Q3 | $1.83M | Sell |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $334K | Hold |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $230K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $288K | Buy |
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