Semmax Financial Advisors’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 | $6.9M | Buy |
62,515
+1,898
| +3% | +$209K | 1.78% | 12 |
|
|
2025
Q1 | $6.61M | Buy |
60,617
+5,695
| +10% | +$621K | 1.79% | 12 |
|
|
2024
Q4 | $5.95M | Buy |
+54,922
| New | +$5.95M | 1.59% | 17 |
|
|
2024
Q3 | – | Sell |
-228
| Closed | -$24.8K | – | 411 |
|
|
2024
Q2 | $24.8K | Buy |
228
+36
| +19% | +$3.92K | 0.01% | 185 |
|
|
2024
Q1 | $20.3K | Sell |
192
-277
| -59% | -$29.4K | 0.01% | 177 |
|
|
2023
Q4 | $49.5K | Buy |
469
+392
| +509% | +$41.4K | 0.02% | 143 |
|
|
2023
Q3 | $7.98K | Buy |
+77
| New | +$7.98K | ﹤0.01% | 204 |
|
|
2019
Q1 | – | Sell |
-136
| Closed | -$15K | – | 498 |
|
|
2018
Q4 | $15K | Buy |
+136
| New | +$15K | 0.01% | 292 |
|