Valued Retirements’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 | $394K | Hold |
3,585
| – | – | 0.45% | 57 |
|
|
2025
Q1 | $398K | Sell |
3,585
-3,139
| -47% | -$349K | 0.52% | 50 |
|
|
2024
Q4 | $716K | Sell |
6,724
-1,698
| -20% | -$181K | 0.97% | 29 |
|
|
2024
Q3 | $930K | Hold |
8,422
| – | – | 1.28% | 18 |
|
|
2024
Q2 | $899K | Sell |
8,422
-79
| -0.9% | -$8.44K | 1.36% | 18 |
|
|
2024
Q1 | $913K | Sell |
8,501
-100
| -1% | -$10.7K | 1.46% | 17 |
|
|
2023
Q4 | $925K | Buy |
+8,601
| New | +$925K | 1.6% | 17 |
|