Perfromance Wealth Partners’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 | $1.07M | Sell |
9,740
-110
| -1% | -$12.1K | 0.03% | 67 |
|
|
2025
Q1 | $1.09M | Sell |
9,850
-187
| -2% | -$20.8K | 0.04% | 59 |
|
|
2024
Q4 | $1.07M | Sell |
10,037
-702
| -7% | -$74.8K | 0.03% | 61 |
|
|
2024
Q3 | $1.19M | Sell |
10,739
-109
| -1% | -$12K | 0.04% | 60 |
|
|
2024
Q2 | $1.16M | Sell |
10,848
-13,868
| -56% | -$1.48M | 0.04% | 55 |
|
|
2024
Q1 | $2.65M | Sell |
24,716
-1,764
| -7% | -$189K | 0.11% | 44 |
|
|
2023
Q4 | $2.85M | Sell |
26,480
-1,694
| -6% | -$182K | 0.13% | 50 |
|
|
2023
Q3 | $2.92M | Sell |
28,174
-930
| -3% | -$96.5K | 0.14% | 53 |
|
|
2023
Q2 | $3.1M | Sell |
29,104
-67
| -0.2% | -$7.13K | 0.14% | 51 |
|
|
2023
Q1 | $3.22M | Sell |
29,171
-2,906
| -9% | -$320K | 0.16% | 48 |
|
|
2022
Q4 | $3.41M | Sell |
32,077
-1,999
| -6% | -$213K | 0.21% | 38 |
|
|
2022
Q3 | $3.58M | Buy |
34,076
+62
| +0.2% | +$6.51K | 0.21% | 34 |
|
|
2022
Q2 | $3.88M | Sell |
34,014
-473
| -1% | -$53.9K | 0.22% | 37 |
|
|
2022
Q1 | $4.3M | Buy |
34,487
+183
| +0.5% | +$22.8K | 0.19% | 39 |
|
|
2021
Q4 | $4.43M | Buy |
+34,304
| New | +$4.43M | 0.18% | 43 |
|