Oxford Financial Group’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 | $354K | Sell |
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|
2025
Q2 | $354K | Sell |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $506K | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $2.23M | Sell |
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|
2021
Q1 | $2.59M | Buy |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $3.37M | Sell |
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|
2020
Q1 | $3.83M | Sell |
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|
2019
Q4 | $3.99M | Buy |
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|
2019
Q3 | $2.63M | Sell |
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|
2019
Q2 | $2.97M | Sell |
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|
2019
Q1 | $3.09M | Sell |
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|
2018
Q4 | $12.7M | Buy |
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|
2018
Q3 | $426K | Buy |
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|
2018
Q2 | $432K | Buy |
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|
2018
Q1 | $425K | Buy |
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|
2017
Q4 | $216K | Sell |
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|
2017
Q3 | $336K | Buy |
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|
2017
Q2 | $328K | Hold |
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|
2017
Q1 | $332K | Sell |
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|
2016
Q4 | $331K | Buy |
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