Peak Financial Management’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 | $2.91M | Sell |
26,464
-8,354
| -24% | -$919K | 0.83% | 27 |
|
|
2025
Q1 | $3.87M | Buy |
34,818
+751
| +2% | +$83.4K | 1.16% | 24 |
|
|
2024
Q4 | $3.63M | Buy |
34,067
+397
| +1% | +$42.3K | 1.09% | 26 |
|
|
2024
Q3 | $3.72M | Buy |
33,670
+227
| +0.7% | +$25.1K | 1.09% | 25 |
|
|
2024
Q2 | $3.57M | Sell |
33,443
-1,650
| -5% | -$176K | 1.12% | 27 |
|
|
2024
Q1 | $3.77M | Sell |
35,093
-194
| -0.5% | -$20.8K | 1.19% | 26 |
|
|
2023
Q4 | $3.79M | Sell |
35,287
-4,699
| -12% | -$505K | 1.27% | 26 |
|
|
2023
Q3 | $4.15M | Buy |
39,986
+622
| +2% | +$64.5K | 1.51% | 25 |
|
|
2023
Q2 | $4.24M | Buy |
39,364
+372
| +1% | +$40K | 1.51% | 26 |
|
|
2023
Q1 | $4.3M | Sell |
38,992
-1,099
| -3% | -$121K | 1.6% | 26 |
|
|
2022
Q4 | $4.27M | Buy |
40,091
+824
| +2% | +$87.7K | 1.68% | 25 |
|
|
2022
Q3 | $4.12M | Sell |
39,267
-831
| -2% | -$87.2K | 1.72% | 25 |
|
|
2022
Q2 | $4.57M | Buy |
40,098
+1,660
| +4% | +$189K | 1.76% | 24 |
|
|
2022
Q1 | $4.79M | Buy |
38,438
+2,967
| +8% | +$370K | 1.6% | 27 |
|
|
2021
Q4 | $4.58M | Buy |
35,471
+2,167
| +7% | +$280K | 1.48% | 28 |
|
|
2021
Q3 | $4.25M | Buy |
33,304
+1,760
| +6% | +$225K | 1.44% | 29 |
|
|
2021
Q2 | $4.04M | Buy |
31,544
+2,091
| +7% | +$268K | 1.37% | 29 |
|
|
2021
Q1 | $3.7M | Sell |
29,453
-379
| -1% | -$47.6K | 1.34% | 29 |
|
|
2020
Q4 | $3.81M | Buy |
29,832
+1,459
| +5% | +$186K | 1.43% | 28 |
|
|
2020
Q3 | $3.59M | Buy |
28,373
+4,055
| +17% | +$513K | 1.55% | 27 |
|
|
2020
Q2 | $2.99M | Sell |
24,318
-144
| -0.6% | -$17.7K | 1.4% | 29 |
|
|
2020
Q1 | $2.89M | Buy |
24,462
+497
| +2% | +$58.6K | 1.47% | 28 |
|
|
2019
Q4 | $2.79M | Buy |
23,965
+898
| +4% | +$105K | 1.19% | 29 |
|
|
2019
Q3 | $2.68M | Buy |
23,067
+912
| +4% | +$106K | 1.19% | 30 |
|
|
2019
Q2 | $2.56M | Buy |
22,155
+185
| +0.8% | +$21.4K | 1.15% | 30 |
|
|
2019
Q1 | $2.48M | Sell |
21,970
-1,436
| -6% | -$162K | 1.14% | 29 |
|
|
2018
Q4 | $2.56M | Sell |
23,406
-1,215
| -5% | -$133K | 1.26% | 29 |
|
|
2018
Q3 | $2.72M | Buy |
24,621
+1,623
| +7% | +$180K | 1.23% | 25 |
|
|
2018
Q2 | $2.6M | Buy |
22,998
+2,324
| +11% | +$262K | 1.2% | 25 |
|
|
2018
Q1 | $2.34M | Buy |
20,674
+596
| +3% | +$67.4K | 1.11% | 26 |
|
|
2017
Q4 | $2.29M | Buy |
20,078
+12,038
| +150% | +$1.37M | 0.87% | 26 |
|
|
2017
Q3 | $913K | Buy |
+8,040
| New | +$913K | 0.35% | 28 |
|