Upper Left Wealth Management’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 | $478K | Sell |
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2025
Q1 | $483K | Sell |
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2024
Q4 | $473K | Sell |
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2024
Q3 | $494K | Sell |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $906K | Sell |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $924K | Sell |
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|
2023
Q1 | $979K | Sell |
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|
2022
Q4 | $977K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $540K | Buy |
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