Shayne & Jacobs LLC’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 | $977K | Hold |
8,880
| – | – | 0.32% | 47 |
|
|
2025
Q1 | $986K | Sell |
8,880
-230
| -3% | -$25.6K | 0.24% | 47 |
|
|
2024
Q4 | $971K | Sell |
9,110
-50
| -0.5% | -$5.33K | 0.25% | 47 |
|
|
2024
Q3 | $1.01M | Hold |
9,160
| – | – | 0.25% | 46 |
|
|
2024
Q2 | $978K | Sell |
9,160
-200
| -2% | -$21.4K | 0.27% | 46 |
|
|
2024
Q1 | $1.01M | Sell |
9,360
-80
| -0.8% | -$8.59K | 0.27% | 44 |
|
|
2023
Q4 | $1.01M | Hold |
9,440
| – | – | 0.32% | 43 |
|
|
2023
Q3 | $979K | Buy |
+9,440
| New | +$979K | 0.33% | 43 |
|