Perfromance Wealth Partners’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 | $1.03M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $2.85M | Sell |
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|
2023
Q3 | $2.92M | Sell |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $3.22M | Sell |
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $3.88M | Sell |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $4.43M | Buy |
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