Successful Portfolios’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 | $304K | Sell |
2,766
-20
| -0.7% | -$2.2K | 0.19% | 111 |
|
|
2025
Q1 | $309K | Hold |
2,786
| – | – | 0.21% | 105 |
|
|
2024
Q4 | $297K | Hold |
2,786
| – | – | 0.2% | 101 |
|
|
2024
Q3 | $308K | Sell |
2,786
-23
| -0.8% | -$2.54K | 0.21% | 102 |
|
|
2024
Q2 | $300K | Hold |
2,809
| – | – | 0.21% | 98 |
|
|
2024
Q1 | $302K | Sell |
2,809
-205
| -7% | -$22K | 0.21% | 104 |
|
|
2023
Q4 | $324K | Sell |
3,014
-50
| -2% | -$5.38K | 0.24% | 95 |
|
|
2023
Q3 | $318K | Sell |
3,064
-1
| -0% | -$104 | 0.28% | 86 |
|
|
2023
Q2 | $330K | Sell |
3,065
-535
| -15% | -$57.6K | 0.28% | 81 |
|
|
2023
Q1 | $397K | Sell |
3,600
-357
| -9% | -$39.4K | 0.25% | 100 |
|
|
2022
Q4 | $421K | Sell |
3,957
-1,292
| -25% | -$137K | 0.27% | 98 |
|
|
2022
Q3 | $551K | Sell |
5,249
-3,739
| -42% | -$392K | 0.4% | 63 |
|
|
2022
Q2 | $1.02M | Sell |
8,988
-837
| -9% | -$95.4K | 0.69% | 37 |
|
|
2022
Q1 | $1.22M | Sell |
9,825
-4,441
| -31% | -$553K | 0.7% | 36 |
|
|
2021
Q4 | $1.84M | Buy |
14,266
+2,164
| +18% | +$280K | 1% | 22 |
|
|
2021
Q3 | $1.55M | Buy |
12,102
+7,797
| +181% | +$995K | 0.92% | 25 |
|
|
2021
Q2 | $551K | Buy |
4,305
+129
| +3% | +$16.5K | 0.33% | 77 |
|
|
2021
Q1 | $524K | Hold |
4,176
| – | – | 0.35% | 79 |
|
|
2020
Q4 | $533K | Sell |
4,176
-75
| -2% | -$9.57K | 0.38% | 70 |
|
|
2020
Q3 | $538K | Hold |
4,251
| – | – | 0.43% | 65 |
|
|
2020
Q2 | $523K | Buy |
4,251
+325
| +8% | +$40K | 0.46% | 65 |
|
|
2020
Q1 | $463K | Buy |
3,926
+682
| +21% | +$80.4K | 0.47% | 66 |
|
|
2019
Q4 | $378K | Sell |
3,244
-692
| -18% | -$80.6K | 0.34% | 88 |
|
|
2019
Q3 | $458K | Buy |
3,936
+248
| +7% | +$28.9K | 0.43% | 66 |
|
|
2019
Q2 | $426K | Sell |
3,688
-203
| -5% | -$23.4K | 0.46% | 68 |
|
|
2019
Q1 | $440K | Sell |
3,891
-413
| -10% | -$46.7K | 0.48% | 62 |
|
|
2018
Q4 | $471K | Sell |
4,304
-754
| -15% | -$82.5K | 0.6% | 52 |
|
|
2018
Q3 | $560K | Sell |
5,058
-15
| -0.3% | -$1.66K | 0.61% | 46 |
|
|
2018
Q2 | $573K | Sell |
5,073
-11
| -0.2% | -$1.24K | 0.67% | 44 |
|
|
2018
Q1 | $575K | Buy |
5,084
+314
| +7% | +$35.5K | 0.7% | 43 |
|
|
2017
Q4 | $544K | Buy |
+4,770
| New | +$544K | 0.68% | 43 |
|