Steward Partners Investment Advisory’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 | $3.67M | Sell |
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|
2025
Q2 | $3.7M | Sell |
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|
2025
Q1 | $3.99M | Sell |
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|
2024
Q4 | $3.96M | Buy |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $5.13M | Sell |
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|
2023
Q3 | $6.87M | Sell |
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|
2023
Q2 | $7.47M | Sell |
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|
2023
Q1 | $12M | Sell |
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|
2022
Q4 | $13.4M | Sell |
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|
2022
Q3 | $17.8M | Sell |
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|
2022
Q2 | $19.4M | Sell |
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|
2022
Q1 | $40.8M | Buy |
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|
2021
Q4 | $28.2M | Buy |
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|
2021
Q3 | $24.5M | Buy |
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|
2021
Q2 | $19.3M | Sell |
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|
2021
Q1 | $19.5M | Buy |
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|
2020
Q4 | $14.1M | Buy |
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|
2020
Q3 | $12.1M | Buy |
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|
2020
Q2 | $8.38M | Buy |
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|
2020
Q1 | $3.43M | Buy |
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|
2019
Q4 | $3.36M | Buy |
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|
2019
Q3 | $3.1M | Buy |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $2.08M | Sell |
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|
2018
Q4 | $2.06M | Buy |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.75M | Sell |
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|
2018
Q1 | $2.01M | Sell |
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|
2017
Q4 | $2.08M | Sell |
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|
2017
Q3 | $2.26M | Buy |
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|
2017
Q2 | $2.14M | Buy |
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|
2017
Q1 | $1.14M | Buy |
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