Strategic Wealth Partners’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
Q3
$132K Sell
2025
Q2
$141K Buy
2022
Q4
Sell
2022
Q3
$229K Buy
2019
Q4
Sell
2019
Q3
$11 Sell
2019
Q2
$16K Buy
2019
Q1
$11K Hold
2018
Q4
$11K Hold
2018
Q3
$11K Hold
2018
Q2
$11K Hold
2018
Q1
$11K Hold
2017
Q4
$12K Buy