Prosperity Planning’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 | – | Hold |
0
| – | -$1.26M | – | 49 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.27M | – | 48 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.49M | – | 46 |
|
|
2024
Q3 | – | Sell |
-13,501
| Closed | -$1.44M | – | 43 |
|
|
2024
Q2 | $1.44M | Buy |
+13,501
| New | +$1.44M | 0.49% | 40 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.34M | – | 40 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.34M | – | 41 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.35M | – | 39 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.38M | – | 39 |
|
|
2023
Q1 | – | Sell |
-6,872
| Closed | -$1.26M | – | 38 |
|
|
2022
Q4 | $1.26M | Hold |
6,872
| – | – | 0.62% | 37 |
|
|
2022
Q3 | $721K | Sell |
6,872
-6,795
| -50% | -$713K | 0.38% | 49 |
|
|
2022
Q2 | $1.52M | Hold |
13,667
| – | – | 0.77% | 31 |
|
|
2022
Q1 | $1.61M | Hold |
13,667
| – | – | 0.79% | 29 |
|
|
2021
Q4 | $1.77M | Sell |
13,667
-106
| -0.8% | -$13.7K | 0.9% | 28 |
|
|
2021
Q3 | $1.76M | Buy |
13,773
+2,831
| +26% | +$362K | 0.96% | 28 |
|
|
2021
Q2 | $1.4M | Buy |
+10,942
| New | +$1.4M | 0.87% | 29 |
|
|
2021
Q1 | – | Hold |
0
| – | -$850K | – | 30 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 35 |
|