Pinnacle Financial 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
Q1 | $491K | Buy |
4,417
+263
| +6% | +$29.2K | 0.01% | 333 |
|
|
2024
Q4 | $443K | Buy |
4,154
+233
| +6% | +$24.8K | 0.01% | 335 |
|
|
2024
Q3 | $433K | Sell |
3,921
-52
| -1% | -$5.74K | 0.01% | 338 |
|
|
2024
Q2 | $424K | Sell |
3,973
-276
| -6% | -$29.5K | 0.01% | 338 |
|
|
2024
Q1 | $456K | Buy |
4,249
+362
| +9% | +$38.9K | 0.01% | 330 |
|
|
2023
Q4 | $418K | Buy |
+3,887
| New | +$418K | 0.01% | 324 |
|
|
2022
Q3 | – | Sell |
-644
| Closed | -$73K | – | 558 |
|
|
2022
Q2 | $73K | Hold |
644
| – | – | ﹤0.01% | 367 |
|
|
2022
Q1 | $80K | Sell |
644
-93
| -13% | -$11.6K | ﹤0.01% | 375 |
|
|
2021
Q4 | $95K | Buy |
737
+310
| +73% | +$40K | ﹤0.01% | 398 |
|
|
2021
Q3 | $55K | Hold |
427
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $55K | Buy |
427
+21
| +5% | +$2.71K | ﹤0.01% | 388 |
|
|
2021
Q1 | $52K | Hold |
406
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $51K | Hold |
406
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $51K | Hold |
406
| – | – | ﹤0.01% | 351 |
|
|
2020
Q2 | $50K | Buy |
406
+201
| +98% | +$24.8K | ﹤0.01% | 343 |
|
|
2020
Q1 | $24K | Sell |
205
-183
| -47% | -$21.4K | ﹤0.01% | 360 |
|
|
2019
Q4 | $45K | Buy |
+388
| New | +$45K | ﹤0.01% | 394 |
|
|
2019
Q2 | – | Sell |
-481
| Closed | -$54K | – | 454 |
|
|
2019
Q1 | $54K | Buy |
+481
| New | +$54K | ﹤0.01% | 353 |
|
|
2018
Q4 | – | Sell |
-298
| Closed | -$33K | – | 410 |
|
|
2018
Q3 | $33K | Hold |
298
| – | – | ﹤0.01% | 375 |
|
|
2018
Q2 | $34K | Buy |
298
+73
| +32% | +$8.33K | ﹤0.01% | 350 |
|
|
2018
Q1 | $25K | Buy |
+225
| New | +$25K | ﹤0.01% | 359 |
|