Tyler-Stone 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 | $247K | Buy |
2,248
+2
| +0.1% | +$220 | 0.04% | 296 |
|
|
2025
Q1 | $249K | Sell |
2,246
-24
| -1% | -$2.67K | 0.04% | 284 |
|
|
2024
Q4 | $242K | Sell |
2,270
-33
| -1% | -$3.52K | 0.04% | 287 |
|
|
2024
Q3 | $254K | Buy |
2,303
+1,127
| +96% | +$124K | 0.05% | 278 |
|
|
2024
Q2 | $126K | Buy |
1,176
+1
| +0.1% | +$107 | 0.05% | 250 |
|
|
2024
Q1 | $126K | Buy |
1,175
+31
| +3% | +$3.33K | 0.06% | 245 |
|
|
2023
Q4 | $123K | Sell |
1,144
-205
| -15% | -$22K | 0.06% | 239 |
|
|
2023
Q3 | $140K | Sell |
1,349
-123
| -8% | -$12.8K | 0.08% | 199 |
|
|
2023
Q2 | $158K | Buy |
+1,472
| New | +$158K | 0.09% | 189 |
|
|
2022
Q4 | $160K | Sell |
1,503
-27
| -2% | -$2.87K | 0.11% | 170 |
|
|
2022
Q3 | $161K | Sell |
1,530
-702
| -31% | -$73.9K | 0.12% | 156 |
|
|
2022
Q2 | $254K | Sell |
2,232
-37
| -2% | -$4.21K | 0.17% | 122 |
|
|
2022
Q1 | $283K | Sell |
2,269
-16
| -0.7% | -$2K | 0.16% | 133 |
|
|
2021
Q4 | $295K | Buy |
+2,285
| New | +$295K | 0.16% | 135 |
|