Soltis Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $931K | Sell |
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|
2025
Q1 | $995K | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $2.93M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $4.14M | Sell |
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|
2022
Q3 | $20.2M | Sell |
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|
2022
Q2 | $23.5M | Sell |
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|
2022
Q1 | $27.8M | Sell |
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|
2021
Q4 | $31.9M | Buy |
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|
2021
Q3 | $29M | Buy |
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|
2021
Q2 | $27.3M | Buy |
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|
2021
Q1 | $25.9M | Buy |
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|
2020
Q4 | $23.6M | Buy |
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|
2020
Q3 | $22.2M | Buy |
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|
2020
Q2 | $15.5M | Buy |
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|
2020
Q1 | $11.5M | Sell |
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|
2019
Q4 | $13.2M | Buy |
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