LGT Financial Advisors’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
Q2 | $5.97K | Hold |
54
| – | – | 0.02% | 272 |
|
|
2025
Q1 | $5.94K | Sell |
54
-100
| -65% | -$11K | 0.02% | 207 |
|
|
2024
Q4 | $16.4K | Buy |
154
+1
| +0.7% | +$106 | 0.04% | 347 |
|
|
2024
Q3 | $16.9K | Buy |
153
+1
| +0.7% | +$110 | 0.04% | 314 |
|
|
2024
Q2 | $16.2K | Buy |
152
+2
| +1% | +$214 | 0.03% | 359 |
|
|
2024
Q1 | $16.1K | Sell |
150
-45
| -23% | -$4.83K | 0.02% | 403 |
|
|
2023
Q4 | $20.9K | Buy |
195
+2
| +1% | +$215 | 0.03% | 344 |
|
|
2023
Q3 | $20K | Buy |
193
+2
| +1% | +$208 | 0.03% | 339 |
|
|
2023
Q2 | $20.6K | Buy |
+191
| New | +$20.6K | 0.02% | 183 |
|
|
2023
Q1 | – | Sell |
-146
| Closed | -$15.5K | – | 187 |
|
|
2022
Q4 | $15.5K | Buy |
+146
| New | +$15.5K | 0.02% | 155 |
|