Meridian 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
Q4 | $223K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $2.2M | Sell |
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|
2022
Q2 | $5.01M | Buy |
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|
2022
Q1 | $902K | Buy |
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|
2021
Q4 | $934K | Sell |
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|
2021
Q3 | $925K | Buy |
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|
2021
Q2 | $897K | Buy |
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|
2021
Q1 | $878K | Buy |
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|
2020
Q4 | $871K | Buy |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $238K | Sell |
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|
2019
Q2 | $2.61K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $241K | Sell |
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|
2018
Q1 | $245K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $627K | Sell |
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|
2017
Q1 | $672K | Sell |
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|
2016
Q4 | $911K | Buy |
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