Strategic Wealth Investment Group’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 | – | Sell |
-11,723
| Closed | -$1.25M | – | 109 |
|
|
2024
Q4 | $1.25M | Sell |
11,723
-1,075
| -8% | -$115K | 0.14% | 66 |
|
|
2024
Q3 | $1.42M | Sell |
12,798
-87,461
| -87% | -$9.68M | 0.15% | 63 |
|
|
2024
Q2 | $10.6M | Buy |
+100,259
| New | +$10.6M | 1.34% | 23 |
|
|
2023
Q4 | $9.78M | Buy |
90,876
+5,399
| +6% | +$581K | 1.47% | 25 |
|
|
2023
Q3 | $8.87M | Buy |
85,477
+2,713
| +3% | +$281K | 1.61% | 23 |
|
|
2023
Q2 | $8.91M | Buy |
82,764
+3,123
| +4% | +$336K | 1.41% | 23 |
|
|
2023
Q1 | $8.78M | Buy |
79,641
+13,927
| +21% | +$1.54M | 1.63% | 19 |
|
|
2022
Q4 | $7.14M | Buy |
65,714
+13,222
| +25% | +$1.44M | 1.65% | 18 |
|
|
2022
Q3 | $5.51M | Buy |
52,492
+2,731
| +5% | +$286K | 1.58% | 15 |
|
|
2022
Q2 | $5.67M | Buy |
49,761
+18,493
| +59% | +$2.11M | 1.42% | 15 |
|
|
2022
Q1 | $3.9M | Buy |
31,268
+8,954
| +40% | +$1.12M | 0.93% | 33 |
|
|
2021
Q4 | $2.88M | Buy |
22,314
+9,044
| +68% | +$1.17M | 0.75% | 36 |
|
|
2021
Q3 | $1.69M | Buy |
13,270
+10,666
| +410% | +$1.36M | 0.51% | 42 |
|
|
2021
Q2 | $333K | Buy |
+2,604
| New | +$333K | 0.12% | 62 |
|