SS
Sound Stewardship’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
50,756
+1,509
| +3% | +$166K | 2.88% | 16 |
|
|
2025
Q1 | $5.47M | Buy |
49,247
+830
| +2% | +$92.2K | 3.12% | 13 |
|
|
2024
Q4 | $5.16M | Buy |
48,417
+1,100
| +2% | +$117K | 3.07% | 14 |
|
|
2024
Q3 | $5.23M | Buy |
47,317
+1,831
| +4% | +$202K | 2.93% | 14 |
|
|
2024
Q2 | $4.86M | Buy |
45,486
+399
| +0.9% | +$42.6K | 2.95% | 15 |
|
|
2024
Q1 | $4.84M | Buy |
45,087
+3,874
| +9% | +$416K | 2.94% | 14 |
|
|
2023
Q4 | $4.43M | Sell |
41,213
-1,230
| -3% | -$132K | 2.93% | 15 |
|
|
2023
Q3 | $4.4M | Sell |
42,443
-446
| -1% | -$46.3K | 2.96% | 11 |
|
|
2023
Q2 | $4.62M | Buy |
42,889
+1,090
| +3% | +$117K | 3.04% | 11 |
|
|
2023
Q1 | $4.61M | Buy |
41,799
+3,660
| +10% | +$404K | 3.1% | 11 |
|
|
2022
Q4 | $4.06M | Buy |
+38,139
| New | +$4.06M | 3% | 10 |
|