Valley Wealth Managers’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 | $98 | Hold |
1
| – | – | ﹤0.01% | 288 |
|
|
2025
Q1 | $99 | Hold |
1
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $95 | Hold |
1
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $99 | Hold |
1
| – | – | ﹤0.01% | 388 |
|
|
2024
Q2 | $95 | Hold |
1
| – | – | ﹤0.01% | 364 |
|
|
2024
Q1 | $96 | Hold |
1
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $96 | Sell |
1
-248
| -100% | -$23.8K | ﹤0.01% | 326 |
|
|
2023
Q3 | $25.8K | Sell |
249
-16
| -6% | -$1.66K | ﹤0.01% | 246 |
|
|
2023
Q2 | $28.5K | Sell |
265
-1,461
| -85% | -$157K | ﹤0.01% | 235 |
|
|
2023
Q1 | $190K | Sell |
1,726
-31
| -2% | -$3.42K | 0.02% | 169 |
|
|
2022
Q4 | $187K | Sell |
1,757
-298
| -15% | -$31.7K | 0.02% | 173 |
|
|
2022
Q3 | $216K | Sell |
2,055
-147
| -7% | -$15.5K | 0.02% | 160 |
|
|
2022
Q2 | $251K | Buy |
+2,202
| New | +$251K | 0.02% | 167 |
|