Planned Solutions’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
Q2 | $738K | Sell |
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|
2025
Q1 | $784K | Hold |
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|
2024
Q4 | $752K | Sell |
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|
2024
Q3 | $784K | Sell |
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|
2024
Q2 | $838K | Hold |
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|
2024
Q1 | $843K | Sell |
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|
2023
Q4 | $875K | Sell |
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|
2023
Q3 | $953K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $6.77M | Buy |
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|
2022
Q2 | $7.03M | Buy |
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|
2022
Q1 | $7.68M | Buy |
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|
2021
Q4 | $7.04M | Buy |
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|
2021
Q2 | $5.98M | Buy |
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|
2021
Q1 | $5.76M | Buy |
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|
2020
Q4 | $959K | Buy |
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|
2020
Q3 | $127K | Buy |
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