Stratos 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
Q2 | $701K | Buy |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $4.6M | Sell |
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|
2022
Q3 | $5.45M | Sell |
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|
2022
Q2 | $12M | Sell |
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|
2022
Q1 | $16.9M | Sell |
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|
2021
Q4 | $36.1M | Buy |
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|
2021
Q3 | $32.3M | Buy |
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|
2021
Q2 | $28.9M | Buy |
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|
2021
Q1 | $22.4M | Buy |
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|
2020
Q4 | $20.2M | Buy |
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|
2020
Q3 | $12M | Buy |
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|
2020
Q2 | $10.7M | Buy |
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|
2020
Q1 | $9.71M | Buy |
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|
2019
Q4 | $8.84M | Buy |
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|
2019
Q3 | $8.6M | Buy |
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|
2019
Q2 | $8.33M | Buy |
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|
2019
Q1 | $7.57M | Sell |
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|
2018
Q4 | $7.46M | Sell |
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|
2018
Q3 | $8.42M | Sell |
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|
2018
Q2 | $10.2M | Sell |
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|
2018
Q1 | $10.9M | Buy |
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|
2017
Q4 | $7.6M | Sell |
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|
2017
Q3 | $8.04M | Buy |
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|
2017
Q2 | $7.71M | Sell |
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|
2017
Q1 | $7.84M | Buy |
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|
2016
Q4 | $6.5M | Buy |
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|
2016
Q3 | $5.21M | Buy |
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|
2016
Q2 | $4.72M | Buy |
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|
2016
Q1 | $2.7M | Buy |
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|
2015
Q4 | $541K | Buy |
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|
2015
Q3 | $303K | Sell |
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|
2015
Q2 | $394K | Sell |
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|
2015
Q1 | $592K | Buy |
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|
2014
Q4 | $564K | Buy |
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