Mascoma Wealth 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
Q2 | $78 | Sell |
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|
2025
Q1 | $5.63K | Sell |
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|
2024
Q4 | $29.9K | Sell |
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|
2024
Q3 | $36.5K | Sell |
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|
2024
Q2 | $55.4K | Sell |
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|
2024
Q1 | $61.9K | Sell |
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|
2023
Q4 | $105K | Sell |
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|
2023
Q3 | $152K | Sell |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $434K | Hold |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $50K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $168K | Sell |
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|
2017
Q2 | $196K | Buy |
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|
2017
Q1 | $175K | Sell |
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|
2016
Q4 | $193K | Buy |
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