Physician Wealth Advisors’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 | $30.7K | Hold |
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|
2025
Q2 | $30.4K | Hold |
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|
2025
Q1 | $30.7K | Sell |
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|
2024
Q4 | $63K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $206K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $319K | Hold |
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|
2019
Q3 | $317K | Buy |
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