Summit Wealth Group’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 | $635K | Sell |
5,766
-5,390
| -48% | -$594K | 0.16% | 54 |
|
|
2025
Q1 | $1.24M | Sell |
11,156
-1,172
| -10% | -$130K | 0.36% | 40 |
|
|
2024
Q4 | $1.31M | Sell |
12,328
-2,169
| -15% | -$231K | 0.38% | 38 |
|
|
2024
Q3 | $1.6M | Sell |
14,497
-1,314
| -8% | -$145K | 0.46% | 35 |
|
|
2024
Q2 | $1.69M | Buy |
+15,811
| New | +$1.69M | 0.51% | 32 |
|
|
2023
Q3 | – | Sell |
-9,426
| Closed | -$1.01M | – | 69 |
|
|
2023
Q2 | $1.01M | Sell |
9,426
-815,792
| -99% | -$87.8M | 0.41% | 34 |
|
|
2023
Q1 | $7K | Buy |
+825,218
| New | +$7K | 0.17% | 48 |
|