Powell Investment Advisors’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 | $169K | Hold |
1,540
| – | – | 0.06% | 131 |
|
|
2025
Q1 | $171K | Sell |
1,540
-350
| -19% | -$38.9K | 0.08% | 118 |
|
|
2024
Q4 | $201K | Hold |
1,890
| – | – | 0.09% | 123 |
|
|
2024
Q3 | $209K | Hold |
1,890
| – | – | 0.1% | 117 |
|
|
2024
Q2 | $202K | Hold |
1,890
| – | – | 0.1% | 115 |
|
|
2024
Q1 | $203K | Hold |
1,890
| – | – | 0.11% | 116 |
|
|
2023
Q4 | $203K | Sell |
1,890
-900
| -32% | -$96.7K | 0.11% | 114 |
|
|
2023
Q3 | $289K | Hold |
2,790
| – | – | 0.17% | 81 |
|
|
2023
Q2 | $300K | Buy |
2,790
+930
| +50% | +$100K | 0.18% | 80 |
|
|
2023
Q1 | $205K | Hold |
1,860
| – | – | 0.11% | 98 |
|
|
2022
Q4 | $198K | Hold |
1,860
| – | – | 0.11% | 102 |
|
|
2022
Q3 | $195K | Buy |
+1,860
| New | +$195K | 0.13% | 101 |
|