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