Sovereign Financial Group’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
Q3 | $1.06M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.08M | Sell |
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|
2022
Q3 | $2.22M | Sell |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $2.59M | Buy |
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|
2021
Q4 | $2.43M | Buy |
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|
2021
Q3 | $1.8M | Buy |
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|
2021
Q2 | $1.5M | Hold |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.34M | Buy |
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