Sage Financial Group’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
$3.06M Sell
27,779
-608
-2% -$66.9K 0.23% 33
2025
Q1
$3.15M Sell
28,387
-9,493
-25% -$1.05M 0.25% 34
2024
Q4
$4.04M Buy
37,880
+7,549
+25% +$804K 0.32% 30
2024
Q3
$3.35M Sell
30,331
-5,071
-14% -$560K 0.27% 34
2024
Q2
$3.78M Buy
35,402
+4,545
+15% +$485K 0.33% 29
2024
Q1
$3.31M Buy
30,857
+1,607
+5% +$173K 0.3% 33
2023
Q4
$3.14M Buy
29,250
+6,594
+29% +$709K 0.31% 33
2023
Q3
$2.35M Sell
22,656
-2,634
-10% -$273K 0.26% 33
2023
Q2
$2.72M Buy
25,290
+2,285
+10% +$246K 0.29% 31
2023
Q1
$2.54M Buy
23,005
+6,367
+38% +$702K 0.29% 31
2022
Q4
$1.77M Sell
16,638
-6,445
-28% -$686K 0.22% 36
2022
Q3
$2.42M Buy
23,083
+383
+2% +$40.2K 0.33% 30
2022
Q2
$2.59M Buy
+22,700
New +$2.59M 0.34% 29