Strategic Wealth Partners’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 | $141K | Buy |
+1,284
| New | +$141K | 0.01% | 353 |
|
|
2022
Q4 | – | Sell |
-2,179
| Closed | -$229K | – | 288 |
|
|
2022
Q3 | $229K | Buy |
+2,179
| New | +$229K | 0.05% | 248 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$11 | – | 466 |
|
|
2019
Q3 | $11 | Sell |
100
-45
| -31% | -$5 | ﹤0.01% | 502 |
|
|
2019
Q2 | $16K | Buy |
145
+45
| +45% | +$4.97K | 0.01% | 396 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | 0.01% | 483 |
|
|
2018
Q4 | $11K | Hold |
100
| – | – | 0.01% | 440 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | 0.01% | 437 |
|
|
2018
Q2 | $11K | Hold |
100
| – | – | 0.01% | 507 |
|
|
2018
Q1 | $11K | Hold |
100
| – | – | 0.01% | 477 |
|
|
2017
Q4 | $12K | Buy |
+100
| New | +$12K | 0.01% | 449 |
|