Schechter Investment Advisors’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
Q1 | $6.74M | Sell |
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|
2024
Q4 | $6.63M | Buy |
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|
2024
Q3 | $6.85M | Buy |
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|
2024
Q2 | $6.6M | Buy |
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|
2024
Q1 | $6.56M | Buy |
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|
2023
Q4 | $6.56M | Buy |
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|
2023
Q3 | $6.23M | Buy |
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|
2023
Q2 | $6.37M | Buy |
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|
2023
Q1 | $6.45M | Buy |
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|
2022
Q4 | $5.63M | Sell |
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|
2022
Q3 | $6.16M | Sell |
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|
2022
Q2 | $6.77M | Sell |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $9.05M | Buy |
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