Wallace Advisory Group’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 | $2.36M | Buy |
21,273
+10,781
| +103% | +$1.2M | 1.72% | 8 |
|
|
2025
Q1 | $1.12M | Sell |
10,492
-5,533
| -35% | -$590K | 0.77% | 31 |
|
|
2024
Q4 | $1.77M | Buy |
16,025
+7,366
| +85% | +$814K | 1.22% | 16 |
|
|
2024
Q3 | $925K | Sell |
8,659
-118
| -1% | -$12.6K | 0.68% | 35 |
|
|
2024
Q2 | $937K | Sell |
8,777
-1,658
| -16% | -$177K | 0.67% | 35 |
|
|
2024
Q1 | $1.12M | Buy |
10,435
+8,274
| +383% | +$889K | 0.84% | 29 |
|
|
2023
Q4 | $224K | Buy |
+2,161
| New | +$224K | 0.18% | 141 |
|