Orcam Financial Group’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 | $281K | Buy |
2,556
+11
| +0.4% | +$1.21K | 0.24% | 38 |
|
|
2025
Q1 | $283K | Buy |
2,545
+185
| +8% | +$20.6K | 0.26% | 39 |
|
|
2024
Q4 | $251K | Buy |
2,360
+4
| +0.2% | +$426 | 0.24% | 38 |
|
|
2024
Q3 | $260K | Buy |
2,356
+4
| +0.2% | +$442 | 0.25% | 39 |
|
|
2024
Q2 | $251K | Buy |
2,352
+10
| +0.4% | +$1.07K | 0.27% | 35 |
|
|
2024
Q1 | $252K | Hold |
2,342
| – | – | 0.28% | 35 |
|
|
2023
Q4 | $252K | Sell |
2,342
-26
| -1% | -$2.79K | 0.31% | 32 |
|
|
2023
Q3 | $246K | Buy |
2,368
+40
| +2% | +$4.15K | 0.33% | 30 |
|
|
2023
Q2 | $251K | Buy |
2,328
+7
| +0.3% | +$755 | 0.35% | 30 |
|
|
2023
Q1 | $256K | Buy |
+2,321
| New | +$256K | 0.36% | 29 |
|
|
2022
Q1 | – | Sell |
-1,600
| Closed | -$207K | – | 37 |
|
|
2021
Q4 | $207K | Buy |
+1,600
| New | +$207K | 0.28% | 35 |
|