Modern Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
34,431
+26,771
| +349% | +$2.95M | 0.09% | 190 |
|
|
2025
Q1 | $851K | Buy |
7,660
+1,183
| +18% | +$131K | 0.03% | 331 |
|
|
2024
Q4 | $690K | Sell |
6,477
-926
| -13% | -$98.7K | 0.03% | 309 |
|
|
2024
Q3 | $818K | Buy |
7,403
+685
| +10% | +$75.7K | 0.05% | 186 |
|
|
2024
Q2 | $717K | Buy |
6,718
+952
| +17% | +$102K | 0.05% | 168 |
|
|
2024
Q1 | $619K | Sell |
5,766
-264
| -4% | -$28.4K | 0.06% | 150 |
|
|
2023
Q4 | $648K | Buy |
+6,030
| New | +$648K | 0.08% | 80 |
|