Physician Wealth Advisors’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 | $30.4K | Hold |
276
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $30.7K | Sell |
276
-315
| -53% | -$35K | 0.01% | 414 |
|
|
2024
Q4 | $63K | Buy |
+591
| New | +$63K | 0.01% | 311 |
|
|
2022
Q1 | – | Sell |
-2,230
| Closed | -$281K | – | 167 |
|
|
2021
Q4 | $281K | Buy |
2,230
+77
| +4% | +$9.7K | 0.07% | 133 |
|
|
2021
Q3 | $277K | Buy |
2,153
+98
| +5% | +$12.6K | 0.08% | 128 |
|
|
2021
Q2 | $265K | Sell |
2,055
-34
| -2% | -$4.38K | 0.08% | 124 |
|
|
2021
Q1 | $262K | Hold |
2,089
| – | – | 0.09% | 122 |
|
|
2020
Q4 | $264K | Buy |
2,089
+447
| +27% | +$56.5K | 0.09% | 115 |
|
|
2020
Q3 | $206K | Hold |
1,642
| – | – | 0.08% | 124 |
|
|
2020
Q2 | $207K | Buy |
+1,642
| New | +$207K | 0.08% | 128 |
|
|
2020
Q1 | – | Sell |
-2,722
| Closed | -$319K | – | 125 |
|
|
2019
Q4 | $319K | Hold |
2,722
| – | – | 0.14% | 87 |
|
|
2019
Q3 | $317K | Buy |
+2,722
| New | +$317K | 0.15% | 83 |
|