Mattern 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 | $220K | Hold |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $432K | Hold |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $468K | Hold |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $507K | Hold |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $686K | Hold |
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|
2021
Q4 | $712K | Buy |
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|
2021
Q3 | $649K | Hold |
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|
2021
Q2 | $655K | Buy |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $438K | Buy |
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|
2020
Q2 | $284K | Buy |
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