Sowell Financial Services’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 | $918K | Buy |
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|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.17M | Sell |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $2.69M | Buy |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $803K | Buy |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $133K | Buy |
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|
2019
Q1 | $527K | Sell |
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|
2018
Q4 | $530K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $1.87M | Sell |
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|
2017
Q2 | $1.93M | Buy |
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|
2017
Q1 | $1.82M | Buy |
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|
2016
Q4 | $1.68M | Buy |
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