Ruedi Wealth Management’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 |
-152
| Closed | -$16.9K | – | 293 |
|
2025
Q1 | $16.9K | Hold |
152
| – | – | 0.01% | 136 |
|
2024
Q4 | $16.2K | Hold |
152
| – | – | 0.01% | 135 |
|
2024
Q3 | $16.8K | Hold |
152
| – | – | 0.01% | 139 |
|
2024
Q2 | $16.3K | Buy |
152
+1
| +0.7% | +$107 | 0.01% | 142 |
|
2024
Q1 | $16.2K | Hold |
151
| – | – | 0.01% | 134 |
|
2023
Q4 | $16.2K | Buy |
151
+1
| +0.7% | +$107 | 0.01% | 118 |
|
2023
Q3 | $15.6K | Buy |
150
+1
| +0.7% | +$104 | 0.01% | 112 |
|
2023
Q2 | $16K | Buy |
149
+1
| +0.7% | +$108 | 0.01% | 116 |
|
2023
Q1 | $16.3K | Hold |
148
| – | – | 0.01% | 129 |
|
2022
Q4 | $15.8K | Buy |
+148
| New | +$15.8K | 0.01% | 118 |
|