Stokes Family Office’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
Q2 | – | Sell |
-2,180
| Closed | -$242K | – | 247 |
|
|
2025
Q1 | $242K | Hold |
2,180
| – | – | 0.03% | 211 |
|
|
2024
Q4 | $232K | Sell |
2,180
-1,773
| -45% | -$189K | 0.02% | 216 |
|
|
2024
Q3 | $437K | Sell |
3,953
-27,802
| -88% | -$3.07M | 0.05% | 167 |
|
|
2024
Q2 | $3.39M | Buy |
31,755
+584
| +2% | +$62.4K | 0.4% | 59 |
|
|
2024
Q1 | $3.35M | Buy |
31,171
+1,226
| +4% | +$132K | 0.42% | 61 |
|
|
2023
Q4 | $3.22M | Sell |
29,945
-600
| -2% | -$64.5K | 0.43% | 58 |
|
|
2023
Q3 | $3.17M | Buy |
30,545
+26,574
| +669% | +$2.76M | 0.37% | 64 |
|
|
2023
Q2 | $427K | Sell |
3,971
-108
| -3% | -$11.6K | 0.05% | 198 |
|
|
2023
Q1 | $450K | Sell |
4,079
-10,238
| -72% | -$1.13M | 0.06% | 180 |
|
|
2022
Q4 | $1.52M | Sell |
14,317
-55,997
| -80% | -$5.96M | 0.2% | 87 |
|
|
2022
Q3 | $7.38M | Sell |
70,314
-22,937
| -25% | -$2.41M | 1.05% | 21 |
|
|
2022
Q2 | $10.6M | Buy |
93,251
+49,600
| +114% | +$5.65M | 1.45% | 15 |
|
|
2022
Q1 | $5.44M | Sell |
43,651
-38,767
| -47% | -$4.83M | 0.72% | 34 |
|
|
2021
Q4 | $10.6M | Buy |
82,418
+48,748
| +145% | +$6.3M | 1.32% | 15 |
|
|
2021
Q3 | $4.3M | Buy |
+33,670
| New | +$4.3M | 0.6% | 44 |
|