WealthShield Partners’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 | $221K | Sell |
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|
2025
Q2 | $221K | Buy |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $766K | Buy |
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|
2024
Q1 | $754K | Sell |
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|
2023
Q4 | $776K | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $2.26M | Sell |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $2.7M | Sell |
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|
2021
Q4 | $4.29M | Buy |
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|
2021
Q3 | $2.34M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $4.76M | Buy |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $26K | Sell |
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|
2019
Q1 | $55K | Hold |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $59K | Sell |
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|
2018
Q2 | $63K | Sell |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $109K | Buy |
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