Summit Financial Strategies’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
Q4 | – | Sell |
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|
2025
Q3 | $219K | Buy |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $239K | Buy |
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