Moneta Group Investment 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
Q2 | $326K | Buy |
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2025
Q1 | $322K | Sell |
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2024
Q4 | $338K | Sell |
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2024
Q3 | $453K | Buy |
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2024
Q2 | $374K | Buy |
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2024
Q1 | $203K | Sell |
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2023
Q4 | $407K | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $200K | Sell |
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2022
Q4 | $708K | Sell |
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2022
Q3 | $929K | Sell |
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2022
Q2 | $1.02M | Buy |
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2022
Q1 | $1.06M | Buy |
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2021
Q4 | $903K | Sell |
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2021
Q3 | $899K | Buy |
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2021
Q2 | $631K | Buy |
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2021
Q1 | $553K | Buy |
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2020
Q4 | $446K | Buy |
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2020
Q3 | $346K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $239K | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $17K | Buy |
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