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 |
|