SAG
SageView Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
3,633
-386
| -10% | -$42.3K | 0.02% | 419 |
|
|
2025
Q1 | $447K | Sell |
4,019
-1,181
| -23% | -$131K | 0.02% | 371 |
|
|
2024
Q4 | $554K | Buy |
5,200
+957
| +23% | +$102K | 0.02% | 325 |
|
|
2024
Q3 | $469K | Buy |
+4,243
| New | +$469K | 0.02% | 311 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 305 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 827 |
|
|
2023
Q4 | – | Sell |
-17,357
| Closed | -$1.8M | – | 307 |
|
|
2023
Q3 | $1.8M | Sell |
17,357
-1,171
| -6% | -$121K | 0.1% | 121 |
|
|
2023
Q2 | $1.99M | Sell |
18,528
-5,403
| -23% | -$581K | 0.11% | 119 |
|
|
2023
Q1 | $2.64M | Sell |
23,931
-38,604
| -62% | -$4.26M | 0.17% | 92 |
|
|
2022
Q4 | $6.66M | Buy |
+62,535
| New | +$6.66M | 0.54% | 40 |
|