Regal Investment Advisors’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 | $600K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $988K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $700K | Sell |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.78M | Sell |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $5.06M | Buy |
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|
2021
Q3 | $4.07M | Buy |
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|
2021
Q2 | $2.65M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $918K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $718K | Buy |
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|
2019
Q3 | $510K | Buy |
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|
2019
Q2 | $489K | Buy |
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|
2019
Q1 | $479K | Buy |
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|
2018
Q4 | $456K | Sell |
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|
2018
Q3 | $465K | Buy |
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|
2018
Q2 | $433K | Sell |
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|
2018
Q1 | $994K | Buy |
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|
2017
Q4 | $860K | Buy |
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|
2017
Q3 | $557K | Sell |
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|
2017
Q2 | $892K | Buy |
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|
2017
Q1 | $647K | Sell |
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|
2016
Q4 | $786K | Buy |
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|
2016
Q3 | $449K | Sell |
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|
2016
Q2 | $2.16M | Sell |
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|
2016
Q1 | $2.71M | Buy |
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|
2015
Q4 | $2.39M | Sell |
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|
2015
Q3 | $2.52M | Sell |
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|
2015
Q2 | $2.59M | Buy |
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|
2015
Q1 | $2.58M | Sell |
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|
2014
Q4 | $2.98M | Sell |
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|
2014
Q3 | $3.31M | Buy |
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|
2014
Q2 | $2.78M | Buy |
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|
2014
Q1 | $132K | Buy |
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|
2013
Q4 | $92K | Sell |
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|
2013
Q3 | $128K | Sell |
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|
2013
Q2 | $565K | Buy |
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