Silverlake Wealth Management’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 | $408K | Buy |
3,709
+4
| +0.1% | +$440 | 0.12% | 195 |
|
|
2025
Q1 | $412K | Hold |
3,705
| – | – | 0.16% | 153 |
|
|
2024
Q4 | $395K | Buy |
3,705
+1
| +0% | +$107 | 0.15% | 158 |
|
|
2024
Q3 | $409K | Sell |
3,704
-295
| -7% | -$32.6K | 0.15% | 159 |
|
|
2024
Q2 | $427K | Buy |
3,999
+72
| +2% | +$7.69K | 0.18% | 145 |
|
|
2024
Q1 | $422K | Sell |
3,927
-3,936
| -50% | -$423K | 0.21% | 125 |
|
|
2023
Q4 | $845K | Sell |
7,863
-972
| -11% | -$104K | 0.47% | 58 |
|
|
2023
Q3 | $916K | Sell |
8,835
-677
| -7% | -$70.2K | 0.51% | 50 |
|
|
2023
Q2 | $1.02M | Sell |
9,512
-184
| -2% | -$19.8K | 0.57% | 46 |
|
|
2023
Q1 | $1.07M | Buy |
9,696
+76
| +0.8% | +$8.38K | 0.65% | 39 |
|
|
2022
Q4 | $1.02M | Buy |
9,620
+6
| +0.1% | +$639 | 0.64% | 38 |
|
|
2022
Q3 | $1.01M | Sell |
9,614
-10
| -0.1% | -$1.05K | 0.68% | 39 |
|
|
2022
Q2 | $1.1M | Buy |
9,624
+2,937
| +44% | +$335K | 0.72% | 37 |
|
|
2022
Q1 | $833K | Buy |
6,687
+4,378
| +190% | +$545K | 0.48% | 59 |
|
|
2021
Q4 | $298K | Buy |
+2,309
| New | +$298K | 0.16% | 150 |
|