Portside Wealth Group’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 | $1.48M | Sell |
13,430
-38,709
| -74% | -$4.26M | 0.22% | 104 |
|
|
2025
Q1 | $5.79M | Buy |
52,139
+21,814
| +72% | +$2.42M | 0.94% | 21 |
|
|
2024
Q4 | $3.23M | Buy |
30,325
+1,483
| +5% | +$158K | 0.53% | 49 |
|
|
2024
Q3 | $3.19M | Buy |
28,842
+7,989
| +38% | +$883K | 0.54% | 49 |
|
|
2024
Q2 | $2.23M | Buy |
20,853
+4,033
| +24% | +$431K | 0.42% | 64 |
|
|
2024
Q1 | $1.81M | Sell |
16,820
-8,738
| -34% | -$939K | 0.33% | 81 |
|
|
2023
Q4 | $2.75M | Buy |
25,558
+2,023
| +9% | +$217K | 0.51% | 53 |
|
|
2023
Q3 | $2.44M | Buy |
+23,535
| New | +$2.44M | 0.46% | 60 |
|