Topel & Distasi Wealth Management’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 | – | Sell |
-9,925
| Closed | -$1.1M | – | 70 |
|
|
2025
Q1 | $1.1M | Sell |
9,925
-1,611
| -14% | -$179K | 0.51% | 41 |
|
|
2024
Q4 | $1.23M | Hold |
11,536
| – | – | 0.53% | 38 |
|
|
2024
Q3 | $1.27M | Sell |
11,536
-81
| -0.7% | -$8.95K | 0.53% | 39 |
|
|
2024
Q2 | $1.24M | Hold |
11,617
| – | – | 0.55% | 37 |
|
|
2024
Q1 | $1.25M | Hold |
11,617
| – | – | 0.55% | 37 |
|
|
2023
Q4 | $1.25M | Buy |
11,617
+150
| +1% | +$16.1K | 0.59% | 37 |
|
|
2023
Q3 | $1.19M | Hold |
11,467
| – | – | 0.62% | 38 |
|
|
2023
Q2 | $1.23M | Hold |
11,467
| – | – | 0.62% | 38 |
|
|
2023
Q1 | $1.26M | Buy |
+11,467
| New | +$1.26M | 0.66% | 37 |
|