LA
TIP icon

LexAurum Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

LexAurum Advisors’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Buy
2,910
+412
+16% +$45.5K 0.04% 330
2026
Q1 		$276K Buy
+2,498
New +$276K 0.04% 335
2025
Q3 		$268K Buy
2,414
+117
+5% +$12.9K 0.04% 321
2025
Q2 		$253K Sell
2,297
-616
-21% -$67.2K 0.04% 304
2025
Q1 		$324K Buy
2,913
+351
+14% +$38.1K 0.06% 257
2024
Q4 		$273K Buy
2,562
+28
+1% +$3.03K 0.05% 273
2024
Q3 		$280K Sell
2,534
-1,451
-36% -$158K 0.06% 239
2024
Q2 		$426K Sell
3,985
-680
-15% -$72.3K 0.1% 177
2024
Q1 		$501K Sell
4,665
-1,106
-19% -$118K 0.13% 149
2023
Q4 		$620K Sell
5,771
-158
-3% -$16.5K 0.16% 131
2023
Q3 		$615K Buy
5,929
+1,913
+48% +$202K 0.18% 118
2023
Q2 		$432K Sell
4,016
-903
-18% -$98.3K 0.13% 147
2023
Q1 		$542K Sell
4,919
-443
-8% -$47.9K 0.18% 118
2022
Q4 		$571K Sell
5,362
-307
-5% -$32.8K 0.2% 108
2022
Q3 		$595K Buy
5,669
+19
+0.3% +$2.15K 0.23% 95
2022
Q2 		$644K Sell
5,650
-209
-4% -$24.8K 0.24% 88
2022
Q1 		$730K Buy
5,859
+239
+4% +$30.1K 0.24% 92
2021
Q4 		$726K Buy
5,620
+146
+3% +$18.8K 0.24% 88
2021
Q3 		$699K Buy
5,474
+2,010
+58% +$259K 0.21% 123
2021
Q2 		$443K Buy
3,464
+675
+24% +$85.8K 0.13% 174
2021
Q1 		$350K Buy
2,789
+242
+10% +$30.6K 0.12% 182
2020
Q4 		$325K Hold
2,547
– – 0.12% 179
2020
Q3 		$322K Sell
2,547
-150
-6% -$18.8K 0.13% 157
2020
Q2 		$332K Hold
2,697
– – 0.18% 125
2020
Q1 		$318K Hold
2,697
– – 0.22% 99
2019
Q4 		$314K Hold
2,697
– – 0.16% 149
2019
Q3 		$314K Sell
2,697
-385
-12% -$44.7K 0.19% 134
2019
Q2 		$356K Sell
3,082
-88
-3% -$10K 0.22% 106
2019
Q1 		$358K Buy
3,170
+50
+2% +$5.55K 0.24% 92
2018
Q4 		$342K Sell
3,120
-421
-12% -$46K 0.26% 85
2018
Q3 		$392K Buy
3,541
+274
+8% +$30.6K 0.27% 84
2018
Q2 		$369K Buy
3,267
+450
+16% +$50.5K 0.33% 79
2018
Q1 		$319K Buy
2,817
+722
+34% +$81.3K 0.27% 95
2017
Q4 		$238K Buy
+2,095
New +$238K 0.22% 119

Other funds holding TIP

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return