TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $778K | Sell |
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|
2024
Q1 | $787K | Sell |
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|
2023
Q4 | $827K | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $829K | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $38.2M | Sell |
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|
2022
Q1 | $54M | Buy |
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|
2021
Q4 | $21M | Sell |
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|
2021
Q3 | $21.3M | Buy |
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|
2021
Q2 | $18.5M | Buy |
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|
2021
Q1 | $883K | Buy |
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|
2020
Q4 | $75K | Sell |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $943K | Sell |
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|
2020
Q1 | $950K | Buy |
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|
2019
Q4 | $733K | Sell |
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|
2019
Q3 | $740K | Buy |
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|
2019
Q2 | $722K | Sell |
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|
2019
Q1 | $2.42M | Sell |
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|
2018
Q4 | $2.38M | Buy |
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|
2018
Q3 | $2.01M | Sell |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $2.05M | Sell |
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|
2017
Q4 | $18.6M | Buy |
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|
2017
Q3 | $17.7M | Sell |
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|
2017
Q2 | $21.5M | Sell |
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|
2017
Q1 | $22.8M | Buy |
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|
2016
Q4 | $22.1M | Buy |
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|
2016
Q3 | $16.4M | Sell |
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|
2016
Q2 | $17M | Sell |
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|
2016
Q1 | $19.8M | Buy |
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|
2015
Q4 | $17.2M | Buy |
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