RCS
Retirement Capital Strategies’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
+22,767
| New | +$2.51M | 0.99% | 27 |
|
|
2024
Q2 | – | Sell |
-2,141
| Closed | -$230K | – | 81 |
|
|
2024
Q1 | $230K | Sell |
2,141
-13,255
| -86% | -$1.42M | 0.09% | 63 |
|
|
2023
Q4 | $1.65M | Buy |
+15,396
| New | +$1.65M | 0.72% | 27 |
|
|
2021
Q1 | – | Sell |
-55,555
| Closed | -$7.09M | – | 89 |
|
|
2020
Q4 | $7.09M | Buy |
55,555
+22,358
| +67% | +$2.85M | 2.88% | 13 |
|
|
2020
Q3 | $4.16M | Buy |
+33,197
| New | +$4.16M | 1.92% | 20 |
|