Signature Estate & Investment 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 | $816K | Buy |
7,412
+22
| +0.3% | +$2.42K | 0.02% | 263 |
|
2025
Q1 | $821K | Sell |
7,390
-499
| -6% | -$55.4K | 0.02% | 250 |
|
2024
Q4 | $841K | Sell |
7,889
-1,907
| -19% | -$203K | 0.02% | 248 |
|
2024
Q3 | $1.08M | Sell |
9,796
-643
| -6% | -$71K | 0.03% | 192 |
|
2024
Q2 | $1.11M | Buy |
+10,439
| New | +$1.11M | 0.03% | 182 |
|
2022
Q1 | – | Sell |
-17,718
| Closed | -$2.29M | – | 173 |
|
2021
Q4 | $2.29M | Buy |
+17,718
| New | +$2.29M | 0.1% | 68 |
|
2020
Q3 | – | Sell |
-4,112
| Closed | -$506K | – | 156 |
|
2020
Q2 | $506K | Buy |
+4,112
| New | +$506K | 0.04% | 98 |
|
2017
Q3 | – | Sell |
-2,883
| Closed | -$327K | – | 156 |
|
2017
Q2 | $327K | Buy |
2,883
+327
| +13% | +$37.1K | 0.04% | 111 |
|
2017
Q1 | $293K | Buy |
2,556
+1,236
| +94% | +$142K | 0.04% | 122 |
|
2016
Q4 | $149K | Buy |
+1,320
| New | +$149K | 0.02% | 132 |
|