Regimen Wealth’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 | – | Sell |
-3,755
| Closed | -$417K | – | 77 |
|
2025
Q1 | $417K | Buy |
+3,755
| New | +$417K | 0.13% | 45 |
|
2024
Q4 | – | Sell |
-2,968
| Closed | -$328K | – | 69 |
|
2024
Q3 | $328K | Buy |
+2,968
| New | +$328K | 0.11% | 49 |
|
2023
Q4 | – | Sell |
-3,043
| Closed | -$316K | – | 68 |
|
2023
Q3 | $316K | Buy |
+3,043
| New | +$316K | 0.13% | 45 |
|
2023
Q1 | – | Sell |
-1,926
| Closed | -$204K | – | 73 |
|
2022
Q4 | $204K | Buy |
+1,926
| New | +$204K | 0.14% | 55 |
|