Palumbo Wealth Management’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 | $466K | Sell |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $6.07M | Sell |
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|
2024
Q2 | $6.09M | Sell |
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|
2024
Q1 | $6.34M | Sell |
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|
2023
Q4 | $6.73M | Sell |
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|
2023
Q3 | $7.01M | Buy |
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|
2023
Q2 | $7.22M | Buy |
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|
2023
Q1 | $7.09M | Buy |
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|
2022
Q4 | $6.75M | Sell |
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|
2022
Q3 | $7.7M | Buy |
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|
2022
Q2 | $8.22M | Sell |
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|
2022
Q1 | $9.41M | Buy |
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|
2021
Q4 | $9.35M | Buy |
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|
2021
Q3 | $8.93M | Sell |
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|
2021
Q2 | $9.82M | Buy |
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|
2021
Q1 | $8.74M | Buy |
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