Ted Buchan & Co’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
$11.6M Buy
105,471
+6,918
+7% +$761K 4.61% 4
2025
Q1
$10.9M Buy
98,553
+1,656
+2% +$184K 5.18% 5
2024
Q4
$10.3M Buy
96,897
+1,051
+1% +$112K 4.87% 5
2024
Q3
$10.6M Buy
95,846
+2,645
+3% +$292K 5.02% 5
2024
Q2
$9.95M Buy
93,201
+5,187
+6% +$554K 5.34% 4
2024
Q1
$9.45M Buy
88,014
+10,869
+14% +$1.17M 5.81% 4
2023
Q4
$8.29M Sell
77,145
-52
-0.1% -$5.59K 6.04% 5
2023
Q3
$8.01M Sell
77,197
-356
-0.5% -$36.9K 6.43% 4
2023
Q2
$8.35M Buy
77,553
+1,718
+2% +$185K 6.42% 4
2023
Q1
$8.36M Buy
75,835
+21,615
+40% +$2.38M 6.99% 4
2022
Q4
$5.77M Buy
+54,220
New +$5.77M 5.34% 6