Pinnacle Wealth Planning Services’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
Q4 | $79.1K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $145K | Buy |
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