Stone House Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.8K | Buy |
433
+37
| +9% | +$4.09K | 0.01% | 184 |
|
|
2025
Q4 | $43.5K | Buy |
396
+8
| +2% | +$887 | 0.01% | 178 |
|
|
2025
Q3 | $43.1K | Buy |
388
+1
| +0.3% | +$110 | 0.01% | 163 |
|
|
2025
Q2 | $42.6K | Sell |
387
-9
| -2% | -$982 | 0.01% | 164 |
|
|
2025
Q1 | $44K | Buy |
+396
| New | +$43K | 0.01% | 155 |
|
|
2024
Q4 | – | Sell |
-471
| Closed | -$52K | – | 318 |
|
|
2024
Q3 | $52K | Sell |
471
-4,451
| -90% | -$484K | 0.01% | 115 |
|
|
2024
Q2 | $526K | Buy |
4,922
+662
| +16% | +$70.4K | 0.14% | 35 |
|
|
2024
Q1 | $458K | Buy |
4,260
+1,200
| +39% | +$128K | 0.11% | 41 |
|
|
2023
Q4 | $329K | Sell |
3,060
-15,643
| -84% | -$1.64M | 0.11% | 35 |
|
|
2023
Q3 | $1.94M | Buy |
18,703
+18,030
| +2,679% | +$1.91M | 0.68% | 21 |
|
|
2023
Q2 | $72.4K | Buy |
673
+2
| +0.3% | +$218 | 0.03% | 70 |
|
|
2023
Q1 | $74K | Sell |
671
-21,932
| -97% | -$2.37M | 0.03% | 75 |
|
|
2022
Q4 | $2.41M | Sell |
22,603
-46,601
| -67% | -$4.98M | 0.86% | 20 |
|
|
2022
Q3 | $7.26M | Sell |
69,204
-1,162
| -2% | -$132K | 3.37% | 9 |
|
|
2022
Q2 | $8.02M | Buy |
70,366
+36,356
| +107% | +$4.31M | 3.62% | 7 |
|
|
2022
Q1 | $4.24M | Sell |
34,010
-26,739
| -44% | -$3.36M | 1.44% | 14 |
|
|
2021
Q4 | $7.85M | Buy |
+60,749
| New | +$7.83M | 2.69% | 10 |
|
|
2020
Q2 | – | Sell |
-2,383
| Closed | -$281K | – | 41 |
|
|
2020
Q1 | $281K | Buy |
2,383
+410
| +21% | +$48.3K | 0.16% | 29 |
|
|
2019
Q4 | $230K | Buy |
+1,973
| New | +$229K | 0.17% | 26 |
|
|
2017
Q3 | – | Sell |
-17,652
| Closed | -$2M | – | 39 |
|
|
2017
Q2 | $2M | Sell |
17,652
-9,425
| -35% | -$1.08M | 1.44% | 17 |
|
|
2017
Q1 | $3.1M | Buy |
27,077
+13,863
| +105% | +$1.58M | 2.32% | 14 |
|
|
2016
Q4 | $1.5M | Buy |
+13,214
| New | +$1.51M | 1.26% | 25 |
|
Other funds holding TIP
SLI
