Perissos Private Wealth 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 | $1.75M | Buy |
15,941
+1,086
| +7% | +$120K | 1.39% | 25 |
|
|
2025
Q1 | $1.65M | Buy |
14,855
+1,436
| +11% | +$160K | 1.5% | 22 |
|
|
2024
Q4 | $1.43M | Sell |
13,419
-180
| -1% | -$19.2K | 1.07% | 33 |
|
|
2024
Q3 | $1.5M | Sell |
13,599
-147
| -1% | -$16.2K | 1.21% | 27 |
|
|
2024
Q2 | $1.47M | Buy |
13,746
+3,038
| +28% | +$324K | 1.32% | 25 |
|
|
2024
Q1 | $1.15M | Buy |
+10,708
| New | +$1.15M | 1.04% | 32 |
|