Rise Advisors’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 | $25.7K | Sell |
233
-87
| -27% | -$9.58K | 0.01% | 408 |
|
|
2025
Q1 | $35.6K | Hold |
320
| – | – | 0.02% | 289 |
|
|
2024
Q4 | $34.1K | Buy |
320
+1
| +0.3% | +$107 | 0.02% | 338 |
|
|
2024
Q3 | $35.3K | Buy |
319
+1
| +0.3% | +$111 | 0.02% | 336 |
|
|
2024
Q2 | $34K | Buy |
318
+3
| +1% | +$320 | 0.02% | 324 |
|
|
2024
Q1 | $33.8K | Sell |
315
-115
| -27% | -$12.4K | 0.02% | 330 |
|
|
2023
Q4 | $46.2K | Sell |
430
-488
| -53% | -$52.4K | 0.03% | 166 |
|
|
2023
Q3 | $95.2K | Sell |
918
-187
| -17% | -$19.4K | 0.08% | 93 |
|
|
2023
Q2 | $119K | Sell |
1,105
-620
| -36% | -$66.7K | 0.09% | 92 |
|
|
2023
Q1 | $190K | Sell |
1,725
-85
| -5% | -$9.37K | 0.14% | 68 |
|
|
2022
Q4 | $193K | Buy |
1,810
+7
| +0.4% | +$745 | 0.15% | 65 |
|
|
2022
Q3 | $189K | Buy |
1,803
+44
| +3% | +$4.61K | 0.16% | 63 |
|
|
2022
Q2 | $200K | Buy |
1,759
+8
| +0.5% | +$910 | 0.2% | 60 |
|
|
2022
Q1 | $218K | Buy |
1,751
+43
| +3% | +$5.35K | 0.2% | 64 |
|
|
2021
Q4 | $221K | Buy |
+1,708
| New | +$221K | 0.21% | 59 |
|