Marshall Financial Group (Pennsylvania)’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 | $1.35M | Buy |
12,241
+429
| +4% | +$47.2K | 0.4% | 29 |
|
|
2025
Q1 | $1.31M | Buy |
11,812
+1,388
| +13% | +$154K | 0.41% | 29 |
|
|
2024
Q4 | $1.11M | Buy |
10,424
+641
| +7% | +$68.3K | 0.34% | 31 |
|
|
2024
Q3 | $1.08M | Buy |
9,783
+58
| +0.6% | +$6.41K | 0.33% | 30 |
|
|
2024
Q2 | $1.04M | Buy |
9,725
+2,795
| +40% | +$298K | 0.34% | 30 |
|
|
2024
Q1 | $744K | Buy |
6,930
+401
| +6% | +$43.1K | 0.25% | 34 |
|
|
2023
Q4 | $702K | Buy |
+6,529
| New | +$702K | 0.25% | 32 |
|