Mayflower Financial 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
Q3 | $410K | Sell |
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|
2025
Q2 | $409K | Sell |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $820K | Buy |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $914K | Sell |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $942K | Buy |
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