Walkner Condon Financial Advisors’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 | $254K | Hold |
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2025
Q1 | $256K | Hold |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $720K | Sell |
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|
2022
Q1 | $806K | Sell |
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|
2021
Q4 | $1.38M | Hold |
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|
2021
Q3 | $1.37M | Hold |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.96M | Buy |
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