Valley Wealth Managers’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
Q3 | $99 | Hold |
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|
2025
Q2 | $98 | Hold |
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|
2025
Q1 | $99 | Hold |
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|
2024
Q4 | $95 | Hold |
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|
2024
Q3 | $99 | Hold |
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|
2024
Q2 | $95 | Hold |
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|
2024
Q1 | $96 | Hold |
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|
2023
Q4 | $96 | Sell |
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|
2023
Q3 | $25.8K | Sell |
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|
2023
Q2 | $28.5K | Sell |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $251K | Buy |
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