LVW Advisors’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 |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $2.51M | Sell |
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|
2022
Q3 | $3M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $206K | Sell |
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|
2021
Q3 | $994K | Buy |
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|
2021
Q2 | $995K | Buy |
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|
2021
Q1 | $975K | Buy |
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|
2020
Q4 | $980K | Sell |
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|
2020
Q3 | $973K | Buy |
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|
2020
Q2 | $898K | Sell |
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|
2020
Q1 | $1M | Buy |
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|
2019
Q4 | $891K | Buy |
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|
2019
Q3 | $767K | Sell |
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|
2019
Q2 | $766K | Buy |
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|
2019
Q1 | $729K | Buy |
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|
2018
Q4 | $595K | Sell |
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|
2018
Q3 | $702K | Buy |
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|
2018
Q2 | $709K | Buy |
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|
2018
Q1 | $601K | Sell |
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|
2017
Q4 | $615K | Hold |
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|
2017
Q3 | $612K | Hold |
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|
2017
Q2 | $612K | Buy |
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|
2017
Q1 | $605K | Buy |
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|
2016
Q4 | $551K | Buy |
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|
2016
Q3 | $549K | Hold |
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|
2016
Q2 | $550K | Sell |
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|
2016
Q1 | $544K | Buy |
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|
2015
Q4 | $517K | Buy |
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|
2015
Q3 | $509K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $323K | Buy |
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