Toth Financial Advisory’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5K | Hold |
113
| – | – | ﹤0.01% | 535 |
|
|
2025
Q4 | $12.4K | Hold |
113
| – | – | ﹤0.01% | 527 |
|
|
2025
Q3 | $12.6K | Hold |
113
| – | – | ﹤0.01% | 519 |
|
|
2025
Q2 | $12.4K | Hold |
113
| – | – | ﹤0.01% | 472 |
|
|
2025
Q1 | $12.6K | Hold |
113
| – | – | ﹤0.01% | 442 |
|
|
2024
Q4 | $12K | Sell |
113
-2
| -2% | -$217 | ﹤0.01% | 443 |
|
|
2024
Q3 | $12.7K | Hold |
115
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $12.3K | Sell |
115
-10
| -8% | -$1.06K | ﹤0.01% | 443 |
|
|
2024
Q1 | $13.4K | Hold |
125
| – | – | ﹤0.01% | 423 |
|
|
2023
Q4 | $13.4K | Hold |
125
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $13K | Hold |
125
| – | – | ﹤0.01% | 419 |
|
|
2023
Q2 | $13.5K | Hold |
125
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $13.8K | Hold |
125
| – | – | ﹤0.01% | 420 |
|
|
2022
Q4 | $13.3K | Hold |
125
| – | – | ﹤0.01% | 417 |
|
|
2022
Q3 | $13K | Hold |
125
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $14K | Sell |
125
-325
| -72% | -$38.5K | ﹤0.01% | 398 |
|
|
2022
Q1 | $56K | Sell |
450
-25
| -5% | -$3.15K | 0.01% | 277 |
|
|
2021
Q4 | $61K | Buy |
+475
| New | +$61.2K | 0.01% | 278 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$3K | – | 529 |
|
|
2019
Q4 | $3K | Sell |
27
-26
| -49% | -$3.02K | ﹤0.01% | 397 |
|
|
2019
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 353 |
|
|
2019
Q2 | $6K | Buy |
53
+1
| +2% | +$114 | ﹤0.01% | 361 |
|
|
2019
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 337 |
|
|
2018
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 319 |
|
|
2018
Q3 | $6K | Buy |
52
+1
| +2% | +$112 | ﹤0.01% | 350 |
|
|
2018
Q2 | $6K | Hold |
51
| – | – | ﹤0.01% | 348 |
|
|
2018
Q1 | $6K | Hold |
51
| – | – | ﹤0.01% | 353 |
|
|
2017
Q4 | $6K | Buy |
+51
| New | +$5.8K | ﹤0.01% | 354 |
|
Other funds holding TIP
SLI
