Sequent Planning’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 | $12.2M | Buy |
111,102
+6,821
| +7% | +$751K | 3.87% | 4 |
|
|
2025
Q1 | $11.6M | Buy |
104,281
+9,376
| +10% | +$1.04M | 4.17% | 4 |
|
|
2024
Q4 | $10.1M | Sell |
94,905
-12,311
| -11% | -$1.31M | 3.71% | 4 |
|
|
2024
Q3 | $11.8M | Sell |
107,216
-9,988
| -9% | -$1.1M | 4.08% | 3 |
|
|
2024
Q2 | $12.4M | Buy |
117,204
+7,368
| +7% | +$780K | 4.25% | 3 |
|
|
2024
Q1 | $11.8M | Buy |
+109,836
| New | +$11.8M | 4.27% | 4 |
|