Wealthcare Advisory Partners’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 | $1.28M | Sell |
11,593
-301
| -3% | -$33.1K | 0.03% | 423 |
|
|
2025
Q1 | $1.32M | Sell |
11,894
-747
| -6% | -$83K | 0.04% | 381 |
|
|
2024
Q4 | $1.35M | Sell |
12,641
-805
| -6% | -$85.8K | 0.04% | 355 |
|
|
2024
Q3 | $1.49M | Sell |
13,446
-216
| -2% | -$23.9K | 0.04% | 325 |
|
|
2024
Q2 | $1.46M | Sell |
13,662
-31
| -0.2% | -$3.31K | 0.05% | 293 |
|
|
2024
Q1 | $1.47M | Sell |
13,693
-214
| -2% | -$23K | 0.05% | 288 |
|
|
2023
Q4 | $1.49M | Sell |
13,907
-2,998
| -18% | -$322K | 0.06% | 245 |
|
|
2023
Q3 | $1.75M | Sell |
16,905
-3,367
| -17% | -$349K | 0.08% | 191 |
|
|
2023
Q2 | $2.18M | Sell |
20,272
-2,409
| -11% | -$259K | 0.1% | 168 |
|
|
2023
Q1 | $2.5M | Sell |
22,681
-1,527
| -6% | -$168K | 0.11% | 155 |
|
|
2022
Q4 | $2.58M | Buy |
24,208
+3,832
| +19% | +$408K | 0.12% | 140 |
|
|
2022
Q3 | $2.14M | Buy |
20,376
+2,321
| +13% | +$243K | 0.12% | 136 |
|
|
2022
Q2 | $2.06M | Sell |
18,055
-1,460
| -7% | -$166K | 0.12% | 111 |
|
|
2022
Q1 | $2.43M | Sell |
19,515
-263
| -1% | -$32.8K | 0.15% | 87 |
|
|
2021
Q4 | $2.56M | Buy |
19,778
+1,560
| +9% | +$202K | 0.15% | 85 |
|
|
2021
Q3 | $2.33M | Buy |
18,218
+2,819
| +18% | +$360K | 0.15% | 93 |
|
|
2021
Q2 | $1.97M | Buy |
15,399
+4,025
| +35% | +$515K | 0.13% | 107 |
|
|
2021
Q1 | $1.43M | Buy |
11,374
+928
| +9% | +$116K | 0.1% | 125 |
|
|
2020
Q4 | $1.33M | Sell |
10,446
-2,081
| -17% | -$266K | 0.12% | 111 |
|
|
2020
Q3 | $1.59M | Sell |
12,527
-2,717
| -18% | -$344K | 0.17% | 80 |
|
|
2020
Q2 | $1.88M | Sell |
15,244
-960
| -6% | -$118K | 0.23% | 56 |
|
|
2020
Q1 | $1.91M | Sell |
16,204
-3,434
| -17% | -$405K | 0.28% | 44 |
|
|
2019
Q4 | $2.29M | Sell |
19,638
-358
| -2% | -$41.7K | 0.29% | 43 |
|
|
2019
Q3 | $2.33M | Buy |
19,996
+29
| +0.1% | +$3.37K | 0.34% | 42 |
|
|
2019
Q2 | $2.31M | Sell |
19,967
-1,217
| -6% | -$141K | 0.37% | 36 |
|
|
2019
Q1 | $2.4M | Sell |
21,184
-2,629
| -11% | -$297K | 0.41% | 35 |
|
|
2018
Q4 | $2.61M | Sell |
23,813
-13,580
| -36% | -$1.49M | 0.51% | 32 |
|
|
2018
Q3 | $4.14M | Sell |
37,393
-1,925
| -5% | -$213K | 0.76% | 22 |
|
|
2018
Q2 | $4.44M | Buy |
39,318
+3,100
| +9% | +$350K | 0.87% | 24 |
|
|
2018
Q1 | $4.09M | Buy |
36,218
+334
| +0.9% | +$37.8K | 0.93% | 20 |
|
|
2017
Q4 | $4.09M | Buy |
35,884
+1,875
| +6% | +$214K | 1.05% | 17 |
|
|
2017
Q3 | $3.86M | Buy |
34,009
+17,971
| +112% | +$2.04M | 1.15% | 17 |
|
|
2017
Q2 | $1.82M | Buy |
16,038
+2,808
| +21% | +$318K | 0.88% | 19 |
|
|
2017
Q1 | $1.52M | Buy |
13,230
+12,726
| +2,525% | +$1.46M | 0.83% | 20 |
|
|
2016
Q4 | $57K | Buy |
+504
| New | +$57K | 0.03% | 42 |
|