Waverly 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
Q3 | $3.58M | Sell |
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|
2025
Q2 | $3.55M | Buy |
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|
2025
Q1 | $3.56M | Sell |
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|
2024
Q4 | $3.48M | Sell |
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|
2024
Q3 | $3.99M | Sell |
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|
2024
Q2 | $4.14M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $51K | Hold |
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|
2015
Q2 | $52K | Sell |
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|
2015
Q1 | $596K | Buy |
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|
2014
Q4 | $502K | Sell |
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|
2014
Q3 | $720K | Sell |
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|
2014
Q2 | $1.04M | Sell |
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|
2014
Q1 | $1.16M | Sell |
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|
2013
Q4 | $7.76M | Buy |
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|
2013
Q3 | $5K | Buy |
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