ProVise Management Group’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
Q3 | $263K | Hold |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $613K | Sell |
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|
2023
Q4 | $838K | Sell |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $10.5M | Sell |
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|
2022
Q2 | $13.5M | Buy |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $4.63M | Buy |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $231K | Buy |
|