Summit Financial’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 | $3.5M | Sell |
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|
2025
Q1 | $3.67M | Sell |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $842K | Buy |
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|
2021
Q3 | $813K | Buy |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $276K | Sell |
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|
2019
Q1 | $437K | Buy |
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|
2018
Q4 | $389K | Buy |
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