Tiemann Investment Advisors’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 | $671K | Sell |
6,095
-12
| -0.2% | -$1.32K | 0.27% | 69 |
|
|
2025
Q1 | $678K | Sell |
6,107
-50
| -0.8% | -$5.56K | 0.31% | 65 |
|
|
2024
Q4 | $656K | Sell |
6,157
-100
| -2% | -$10.7K | 0.29% | 69 |
|
|
2024
Q3 | $691K | Sell |
6,257
-186
| -3% | -$20.5K | 0.3% | 65 |
|
|
2024
Q2 | $688K | Sell |
6,443
-382
| -6% | -$40.8K | 0.31% | 68 |
|
|
2024
Q1 | $733K | Sell |
6,825
-1,375
| -17% | -$148K | 0.33% | 66 |
|
|
2023
Q4 | $881K | Sell |
8,200
-1,383
| -14% | -$149K | 0.43% | 54 |
|
|
2023
Q3 | $994K | Sell |
9,583
-1,200
| -11% | -$124K | 0.53% | 46 |
|
|
2023
Q2 | $1.16M | Sell |
10,783
-350
| -3% | -$37.7K | 0.59% | 41 |
|
|
2023
Q1 | $1.23M | Hold |
11,133
| – | – | 0.67% | 38 |
|
|
2022
Q4 | $1.18M | Sell |
11,133
-100
| -0.9% | -$10.6K | 0.69% | 37 |
|
|
2022
Q3 | $1.18M | Sell |
11,233
-47
| -0.4% | -$4.93K | 0.76% | 35 |
|
|
2022
Q2 | $1.29M | Hold |
11,280
| – | – | 0.69% | 38 |
|
|
2022
Q1 | $1.41M | Hold |
11,280
| – | – | 0.65% | 40 |
|
|
2021
Q4 | $1.46M | Sell |
11,280
-100
| -0.9% | -$12.9K | 0.62% | 41 |
|
|
2021
Q3 | $1.45M | Hold |
11,380
| – | – | 0.69% | 37 |
|
|
2021
Q2 | $1.46M | Hold |
11,380
| – | – | 0.68% | 37 |
|
|
2021
Q1 | $1.43M | Buy |
11,380
+26
| +0.2% | +$3.26K | 0.71% | 36 |
|
|
2020
Q4 | $1.45M | Buy |
11,354
+400
| +4% | +$51K | 0.77% | 32 |
|
|
2020
Q3 | $1.39M | Hold |
10,954
| – | – | 0.86% | 29 |
|
|
2020
Q2 | $1.35M | Sell |
10,954
-730
| -6% | -$89.8K | 0.92% | 28 |
|
|
2020
Q1 | $1.38M | Hold |
11,684
| – | – | 1.2% | 17 |
|
|
2019
Q4 | $1.36M | Sell |
11,684
-675
| -5% | -$78.7K | 0.93% | 27 |
|
|
2019
Q3 | $1.44M | Sell |
12,359
-25
| -0.2% | -$2.91K | 1.04% | 24 |
|
|
2019
Q2 | $1.43M | Sell |
12,384
-40
| -0.3% | -$4.62K | 1.04% | 22 |
|
|
2019
Q1 | $1.41M | Sell |
12,424
-285
| -2% | -$32.2K | 1.07% | 25 |
|
|
2018
Q4 | $1.39M | Sell |
12,709
-215
| -2% | -$23.5K | 1.25% | 18 |
|
|
2018
Q3 | $1.43M | Sell |
12,924
-500
| -4% | -$55.3K | 1.09% | 25 |
|
|
2018
Q2 | $1.52M | Sell |
13,424
-296
| -2% | -$33.4K | 1.21% | 18 |
|
|
2018
Q1 | $1.55M | Sell |
13,720
-250
| -2% | -$28.3K | 1.25% | 16 |
|
|
2017
Q4 | $1.59M | Sell |
13,970
-115
| -0.8% | -$13.1K | 1.27% | 18 |
|
|
2017
Q3 | $1.6M | Hold |
14,085
| – | – | 1.35% | 16 |
|
|
2017
Q2 | $1.6M | Buy |
14,085
+572
| +4% | +$64.9K | 1.43% | 15 |
|
|
2017
Q1 | $1.55M | Buy |
13,513
+3,745
| +38% | +$429K | 1.43% | 16 |
|
|
2016
Q4 | $1.11M | Buy |
9,768
+4,290
| +78% | +$485K | 1.08% | 23 |
|
|
2016
Q3 | $638K | Hold |
5,478
| – | – | 0.58% | 53 |
|
|
2016
Q2 | $639K | Sell |
5,478
-138
| -2% | -$16.1K | 0.6% | 55 |
|
|
2016
Q1 | $644K | Sell |
5,616
-779
| -12% | -$89.3K | 0.64% | 50 |
|
|
2015
Q4 | $701K | Sell |
6,395
-570
| -8% | -$62.5K | 0.71% | 44 |
|
|
2015
Q3 | $771K | Sell |
6,965
-574
| -8% | -$63.5K | 0.84% | 31 |
|
|
2015
Q2 | $845K | Sell |
7,539
-333
| -4% | -$37.3K | 0.87% | 30 |
|
|
2015
Q1 | $894K | Sell |
7,872
-1,850
| -19% | -$210K | 0.93% | 27 |
|
|
2014
Q4 | $1.09M | Sell |
9,722
-300
| -3% | -$33.6K | 1.17% | 18 |
|
|
2014
Q3 | $1.12M | Hold |
10,022
| – | – | 1.25% | 16 |
|
|
2014
Q2 | $1.16M | Sell |
10,022
-125
| -1% | -$14.4K | 1.28% | 16 |
|
|
2014
Q1 | $1.14M | Sell |
10,147
-75
| -0.7% | -$8.4K | 1.28% | 16 |
|
|
2013
Q4 | $1.12M | Buy |
+10,222
| New | +$1.12M | 1.33% | 15 |
|