Principle Wealth Partners’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 | $218K | Sell |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $212K | Hold |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $218 | Buy |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $234K | Buy |
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