TD Private Client Wealth’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 | $1.9M | Buy |
17,278
+392
| +2% | +$43.1K | 0.05% | 250 |
|
2025
Q1 | $1.88M | Buy |
16,886
+646
| +4% | +$71.8K | 0.05% | 236 |
|
2024
Q4 | $1.73M | Sell |
16,240
-1,091
| -6% | -$116K | 0.05% | 254 |
|
2024
Q3 | $1.91M | Sell |
17,331
-2,972
| -15% | -$328K | 0.06% | 245 |
|
2024
Q2 | $2.17M | Sell |
20,303
-1,865
| -8% | -$199K | 0.07% | 220 |
|
2024
Q1 | $2.38M | Sell |
22,168
-6,141
| -22% | -$660K | 0.08% | 203 |
|
2023
Q4 | $3.04M | Sell |
28,309
-25,573
| -47% | -$2.75M | 0.11% | 154 |
|
2023
Q3 | $5.59M | Sell |
53,882
-2,966
| -5% | -$308K | 0.24% | 81 |
|
2023
Q2 | $6.12M | Sell |
56,848
-16,919
| -23% | -$1.82M | 0.26% | 78 |
|
2023
Q1 | $8.13M | Sell |
73,767
-6,908
| -9% | -$762K | 0.36% | 45 |
|
2022
Q4 | $8.59M | Buy |
80,675
+3,033
| +4% | +$323K | 0.41% | 45 |
|
2022
Q3 | $8.14M | Buy |
77,642
+1,089
| +1% | +$114K | 0.42% | 45 |
|
2022
Q2 | $8.72M | Sell |
76,553
-2,550
| -3% | -$290K | 0.43% | 44 |
|
2022
Q1 | $9.85M | Sell |
79,103
-16,368
| -17% | -$2.04M | 0.42% | 44 |
|
2021
Q4 | $12.3M | Buy |
95,471
+32,438
| +51% | +$4.19M | 0.51% | 38 |
|
2021
Q3 | $8.05M | Sell |
63,033
-5,423
| -8% | -$692K | 0.34% | 63 |
|
2021
Q2 | $8.76M | Buy |
68,456
+21,358
| +45% | +$2.73M | 0.37% | 58 |
|
2021
Q1 | $5.91M | Buy |
47,098
+13,170
| +39% | +$1.65M | 0.28% | 82 |
|
2020
Q4 | $4.33M | Buy |
33,928
+3,156
| +10% | +$403K | 0.22% | 107 |
|
2020
Q3 | $3.89M | Buy |
30,772
+5,830
| +23% | +$737K | 0.22% | 103 |
|
2020
Q2 | $3.07M | Sell |
24,942
-2,584
| -9% | -$318K | 0.18% | 126 |
|
2020
Q1 | $3.25M | Sell |
27,526
-2,523
| -8% | -$298K | 0.23% | 101 |
|
2019
Q4 | $3.5M | Buy |
+30,049
| New | +$3.5M | 0.21% | 122 |
|