S.A. Mason’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
Q3 | $247K | Hold |
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|
2025
Q2 | $244K | Hold |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $478K | Hold |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $581K | Hold |
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|
2023
Q1 | $581K | Hold |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $573K | Hold |
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|
2022
Q2 | $622K | Hold |
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|
2022
Q1 | $680K | Hold |
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|
2021
Q4 | $705K | Sell |
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|
2021
Q3 | $712K | Hold |
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|
2021
Q2 | $714K | Buy |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $634K | Sell |
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|
2020
Q3 | $660K | Sell |
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|
2020
Q2 | $654K | Hold |
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|
2020
Q1 | $627K | Buy |
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|
2019
Q4 | $565K | Buy |
|