Patten 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
Q2 | $2.5M | Buy |
|
|||||
|
2025
Q1 | $1.45M | Buy |
|
|||||
|
2024
Q4 | $221K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $300K | Sell |
|
|||||
|
2023
Q2 | $314K | Sell |
|
|||||
|
2023
Q1 | $443K | Hold |
|
|||||
|
2022
Q4 | $427K | Sell |
|
|||||
|
2022
Q3 | $432K | Buy |
|
|||||
|
2022
Q2 | $215K | Sell |
|
|||||
|
2022
Q1 | $238K | Sell |
|
|||||
|
2021
Q4 | $291K | Hold |
|
|||||
|
2021
Q3 | $287K | Sell |
|
|||||
|
2021
Q2 | $327K | Sell |
|
|||||
|
2021
Q1 | $491K | Sell |
|
|||||
|
2020
Q4 | $521K | Sell |
|
|||||
|
2020
Q3 | $531K | Buy |
|
|||||
|
2020
Q2 | $449K | Buy |
|
|||||
|
2020
Q1 | $327K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $44K | Sell |
|
|||||
|
2018
Q3 | $156K | Hold |
|
|||||
|
2018
Q2 | $159K | Sell |
|
|||||
|
2018
Q1 | $193K | Sell |
|
|||||
|
2017
Q4 | $212K | Buy |
|
|||||
|
2017
Q3 | $209K | Buy |
|
|||||
|
2017
Q2 | $197K | Buy |
|
|||||
|
2017
Q1 | $110K | Hold |
|
|||||
|
2016
Q4 | $110K | Buy |
|
|||||
|
2016
Q3 | $109K | Sell |
|
|||||
|
2016
Q2 | $207K | Hold |
|
|||||
|
2016
Q1 | $204K | Sell |
|
|||||
|
2015
Q4 | $250K | Sell |
|
|||||
|
2015
Q3 | $307K | Sell |
|
|||||
|
2015
Q2 | $345K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $73K | Buy |
|