Optimum 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
Q3 | $298K | Buy |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $472K | Buy |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $380K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $305K | Sell |
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|
2020
Q2 | $321K | Sell |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $352K | Buy |
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|
2019
Q3 | $350K | Buy |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $339K | Sell |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $350K | Buy |
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|
2018
Q1 | $350K | Buy |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $328K | Buy |
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|
2017
Q2 | $326K | Buy |
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|
2017
Q1 | $329K | Buy |
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|
2016
Q4 | $315K | Buy |
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|
2016
Q3 | $324K | Sell |
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|
2016
Q2 | $484K | Buy |
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|
2016
Q1 | $472K | Sell |
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|
2015
Q4 | $517K | Sell |
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|
2015
Q3 | $542K | Buy |
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|
2015
Q1 | $689K | Sell |
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|
2014
Q4 | $769K | Hold |
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|
2014
Q3 | $773K | Sell |
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|
2014
Q2 | $815K | Buy |
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|
2014
Q1 | $330K | Buy |
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|
2013
Q4 | $307K | Sell |
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|
2013
Q3 | $325K | Buy |
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