Modera 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
Q3 | $3.97M | Buy |
|
|||||
|
2025
Q2 | $3.93M | Sell |
|
|||||
|
2025
Q1 | $4.09M | Sell |
|
|||||
|
2024
Q4 | $4.24M | Sell |
|
|||||
|
2024
Q3 | $4.48M | Sell |
|
|||||
|
2024
Q2 | $4.35M | Buy |
|
|||||
|
2024
Q1 | $4.37M | Buy |
|
|||||
|
2023
Q4 | $4.14M | Sell |
|
|||||
|
2023
Q3 | $4.48M | Sell |
|
|||||
|
2023
Q2 | $4.66M | Buy |
|
|||||
|
2023
Q1 | $1.11M | Sell |
|
|||||
|
2022
Q4 | $1.23M | Sell |
|
|||||
|
2022
Q3 | $3.49M | Sell |
|
|||||
|
2022
Q2 | $6.28M | Sell |
|
|||||
|
2022
Q1 | $8.73M | Buy |
|
|||||
|
2021
Q4 | $8.83M | Buy |
|
|||||
|
2021
Q3 | $618K | Buy |
|
|||||
|
2021
Q2 | $432K | Buy |
|
|||||
|
2021
Q1 | $416K | Sell |
|
|||||
|
2020
Q4 | $435K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $219K | Sell |
|
|||||
|
2019
Q4 | $257K | Buy |
|
|||||
|
2019
Q3 | $200K | Sell |
|
|||||
|
2019
Q2 | $200K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $420K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $226K | Sell |
|
|||||
|
2017
Q3 | $364K | Buy |
|
|||||
|
2017
Q2 | $281K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $320K | Buy |
|
|||||
|
2016
Q2 | $257K | Hold |
|
|||||
|
2016
Q1 | $253K | Sell |
|
|||||
|
2015
Q4 | $264K | Hold |
|
|||||
|
2015
Q3 | $266K | Hold |
|
|||||
|
2015
Q2 | $270K | Sell |
|
|||||
|
2015
Q1 | $293K | Sell |
|
|||||
|
2014
Q4 | $310K | Sell |
|
|||||
|
2014
Q3 | $344K | Sell |
|
|||||
|
2014
Q2 | $370K | Sell |
|
|||||
|
2014
Q1 | $437K | Sell |
|
|||||
|
2013
Q4 | $573K | Sell |
|
|||||
|
2013
Q3 | $768K | Sell |
|
|||||
|
2013
Q2 | $866K | Buy |
|