Principle Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
1,982
-2
| -0.1% | -$220 | 0.01% | 342 |
|
|
2025
Q1 | $220K | Buy |
1,984
+6
| +0.3% | +$667 | 0.02% | 325 |
|
|
2024
Q4 | $211K | Hold |
1,978
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $219K | Hold |
1,978
| – | – | 0.02% | 319 |
|
|
2024
Q2 | $211K | Hold |
1,978
| – | – | 0.02% | 316 |
|
|
2024
Q1 | $212K | Hold |
1,978
| – | – | 0.02% | 328 |
|
|
2023
Q4 | $213K | Hold |
1,978
| – | – | 0.02% | 319 |
|
|
2023
Q3 | $205K | Hold |
1,978
| – | – | 0.02% | 309 |
|
|
2023
Q2 | $213K | Hold |
1,978
| – | – | 0.02% | 310 |
|
|
2023
Q1 | $218K | Hold |
1,978
| – | – | 0.02% | 300 |
|
|
2022
Q4 | $211K | Sell |
1,978
-101
| -5% | -$10.8K | 0.02% | 297 |
|
|
2022
Q3 | $218 | Buy |
2,079
+285
| +16% | +$30 | 0.02% | 277 |
|
|
2022
Q2 | $204K | Sell |
1,794
-36
| -2% | -$4.09K | 0.02% | 297 |
|
|
2022
Q1 | $228K | Hold |
1,830
| – | – | 0.02% | 296 |
|
|
2021
Q4 | $236K | Hold |
1,830
| – | – | 0.02% | 293 |
|
|
2021
Q3 | $234K | Hold |
1,830
| – | – | 0.03% | 286 |
|
|
2021
Q2 | $234K | Hold |
1,830
| – | – | 0.03% | 291 |
|
|
2021
Q1 | $230K | Hold |
1,830
| – | – | 0.03% | 266 |
|
|
2020
Q4 | $234K | Buy |
+1,830
| New | +$234K | 0.03% | 251 |
|