Stone Summit Wealth’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 | $2.6M | Buy |
23,617
+1,543
| +7% | +$170K | 0.81% | 44 |
|
|
2025
Q1 | $2.45M | Buy |
22,074
+2,741
| +14% | +$304K | 0.83% | 41 |
|
|
2024
Q4 | $2.06M | Buy |
19,333
+1
| +0% | +$107 | 0.69% | 49 |
|
|
2024
Q3 | $2.14M | Buy |
19,332
+989
| +5% | +$109K | 0.69% | 50 |
|
|
2024
Q2 | $1.96M | Buy |
18,343
+1,533
| +9% | +$164K | 0.7% | 47 |
|
|
2024
Q1 | $1.81M | Buy |
16,810
+5,614
| +50% | +$603K | 0.63% | 56 |
|
|
2023
Q4 | $1.2M | Sell |
11,196
-1,066
| -9% | -$115K | 0.46% | 67 |
|
|
2023
Q3 | $1.27M | Sell |
12,262
-2,058
| -14% | -$213K | 0.55% | 65 |
|
|
2023
Q2 | $1.54M | Buy |
14,320
+448
| +3% | +$48.2K | 0.64% | 56 |
|
|
2023
Q1 | $1.53M | Buy |
13,872
+2,346
| +20% | +$259K | 0.68% | 53 |
|
|
2022
Q4 | $1.23M | Sell |
11,526
-3,581
| -24% | -$381K | 0.6% | 57 |
|
|
2022
Q3 | $1.59M | Buy |
15,107
+3,190
| +27% | +$335K | 0.97% | 37 |
|
|
2022
Q2 | $1.36M | Buy |
11,917
+5,595
| +89% | +$637K | 0.81% | 43 |
|
|
2022
Q1 | $776K | Buy |
6,322
+2,117
| +50% | +$260K | 0.43% | 67 |
|
|
2021
Q4 | $544K | Buy |
+4,205
| New | +$544K | 0.44% | 70 |
|