PCA Investment Advisory Services’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
Q1 | – | Sell |
-2,776
| Closed | -$296K | – | 130 |
|
|
2024
Q4 | $296K | Sell |
2,776
-68
| -2% | -$7.25K | 0.14% | 100 |
|
|
2024
Q3 | $314K | Hold |
2,844
| – | – | 0.15% | 91 |
|
|
2024
Q2 | $304K | Sell |
2,844
-51
| -2% | -$5.45K | 0.16% | 88 |
|
|
2024
Q1 | $311K | Sell |
2,895
-491
| -15% | -$52.8K | 0.17% | 85 |
|
|
2023
Q4 | $364K | Sell |
3,386
-718
| -17% | -$77.2K | 0.24% | 63 |
|
|
2023
Q3 | $426K | Sell |
4,104
-1,292
| -24% | -$134K | 0.3% | 55 |
|
|
2023
Q2 | $581K | Sell |
5,396
-695
| -11% | -$74.8K | 0.35% | 45 |
|
|
2023
Q1 | $672K | Buy |
+6,091
| New | +$672K | 0.48% | 40 |
|