Strategic Wealth Investment Group’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
Q1 | – | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $10.6M | Buy |
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|
2023
Q4 | $9.78M | Buy |
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|
2023
Q3 | $8.87M | Buy |
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|
2023
Q2 | $8.91M | Buy |
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|
2023
Q1 | $8.78M | Buy |
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|
2022
Q4 | $7.14M | Buy |
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|
2022
Q3 | $5.51M | Buy |
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|
2022
Q2 | $5.67M | Buy |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $333K | Buy |
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