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 |
|