Spectrum Wealth Counsel’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
Q1 | $235K | Hold |
2,112
| – | – | 0.03% | 114 |
|
|
2024
Q4 | $225K | Buy |
2,112
+184
| +10% | +$19.6K | 0.03% | 115 |
|
|
2024
Q3 | $213K | Sell |
1,928
-3,154
| -62% | -$348K | 0.03% | 112 |
|
|
2024
Q2 | $543K | Buy |
5,082
+178
| +4% | +$19K | 0.07% | 87 |
|
|
2024
Q1 | $527K | Buy |
4,904
+255
| +5% | +$27.4K | 0.06% | 91 |
|
|
2023
Q4 | $500K | Buy |
+4,649
| New | +$500K | 0.07% | 92 |
|