One Charles Private Wealth Services’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 | – | Sell |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $229K | Sell |
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2024
Q3 | $245K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $960K | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $363K | Buy |
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