Olympus 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 | $461K | Sell |
4,192
-5,034
| -55% | -$554K | 0.16% | 20 |
|
|
2025
Q1 | $1.02M | Sell |
9,226
-50,609
| -85% | -$5.62M | 0.45% | 18 |
|
|
2024
Q4 | $6.38M | Sell |
59,835
-3,841
| -6% | -$409K | 2.32% | 10 |
|
|
2024
Q3 | $7.03M | Sell |
63,676
-3,717
| -6% | -$411K | 2.42% | 10 |
|
|
2024
Q2 | $7.2M | Buy |
67,393
+33,614
| +100% | +$3.59M | 2.25% | 12 |
|
|
2024
Q1 | $3.63M | Sell |
33,779
-5,199
| -13% | -$558K | 2.15% | 10 |
|
|
2023
Q4 | $4.19M | Sell |
38,978
-3,418
| -8% | -$367K | 2.15% | 8 |
|
|
2023
Q3 | $4.4M | Buy |
42,396
+1,533
| +4% | +$159K | 2.52% | 8 |
|
|
2023
Q2 | $4.4M | Sell |
40,863
-3,084
| -7% | -$332K | 2.37% | 8 |
|
|
2023
Q1 | $4.85M | Sell |
43,947
-77,618
| -64% | -$8.56M | 2.66% | 8 |
|
|
2022
Q4 | $12.9M | Sell |
121,565
-51,272
| -30% | -$5.46M | 6.49% | 6 |
|
|
2022
Q3 | $18.1M | Buy |
172,837
+40,765
| +31% | +$4.28M | 7.82% | 6 |
|
|
2022
Q2 | $15M | Buy |
132,072
+539
| +0.4% | +$61.4K | 8.39% | 6 |
|
|
2022
Q1 | $16.4M | Buy |
131,533
+12,130
| +10% | +$1.51M | 7.93% | 7 |
|
|
2021
Q4 | $15.4M | Buy |
+119,403
| New | +$15.4M | 10.71% | 4 |
|