WealthShield 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 | $221K | Buy |
2,006
+99
| +5% | +$10.9K | 0.03% | 308 |
|
|
2025
Q1 | $212K | Sell |
1,907
-9
| -0.5% | -$1K | 0.03% | 310 |
|
|
2024
Q4 | $204K | Sell |
1,916
-313
| -14% | -$33.4K | 0.03% | 281 |
|
|
2024
Q3 | $246K | Sell |
2,229
-4,943
| -69% | -$546K | 0.03% | 269 |
|
|
2024
Q2 | $766K | Buy |
7,172
+149
| +2% | +$15.9K | 0.12% | 169 |
|
|
2024
Q1 | $754K | Sell |
7,023
-198
| -3% | -$21.3K | 0.12% | 168 |
|
|
2023
Q4 | $776K | Sell |
7,221
-2,853
| -28% | -$307K | 0.13% | 164 |
|
|
2023
Q3 | $1.04M | Buy |
10,074
+7,120
| +241% | +$738K | 0.16% | 140 |
|
|
2023
Q2 | $318K | Sell |
2,954
-1,437
| -33% | -$155K | 0.05% | 247 |
|
|
2023
Q1 | $484K | Sell |
4,391
-6,326
| -59% | -$697K | 0.08% | 208 |
|
|
2022
Q4 | $1.14M | Sell |
10,717
-10,842
| -50% | -$1.15M | 0.22% | 118 |
|
|
2022
Q3 | $2.26M | Sell |
21,559
-4,207
| -16% | -$441K | 0.45% | 63 |
|
|
2022
Q2 | $2.94M | Buy |
25,766
+4,127
| +19% | +$470K | 0.58% | 43 |
|
|
2022
Q1 | $2.7M | Sell |
21,639
-11,579
| -35% | -$1.44M | 0.43% | 57 |
|
|
2021
Q4 | $4.29M | Buy |
33,218
+14,880
| +81% | +$1.92M | 0.71% | 40 |
|
|
2021
Q3 | $2.34M | Buy |
18,338
+10,061
| +122% | +$1.28M | 0.63% | 42 |
|
|
2021
Q2 | $1.06M | Buy |
8,277
+4,170
| +102% | +$534K | 0.17% | 98 |
|
|
2021
Q1 | $515K | Sell |
4,107
-8,624
| -68% | -$1.08M | 0.09% | 155 |
|
|
2020
Q4 | $1.63M | Sell |
12,731
-24,907
| -66% | -$3.18M | 0.3% | 75 |
|
|
2020
Q3 | $4.76M | Buy |
37,638
+35,435
| +1,608% | +$4.48M | 1.67% | 13 |
|
|
2020
Q2 | $271K | Buy |
2,203
+1,991
| +939% | +$245K | 0.12% | 162 |
|
|
2020
Q1 | $25K | Sell |
212
-9
| -4% | -$1.06K | 0.02% | 208 |
|
|
2019
Q4 | $26K | Hold |
221
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $26K | Hold |
221
| – | – | 0.01% | 213 |
|
|
2019
Q2 | $26K | Sell |
221
-263
| -54% | -$30.9K | 0.02% | 190 |
|
|
2019
Q1 | $55K | Hold |
484
| – | – | 0.03% | 189 |
|
|
2018
Q4 | $53K | Sell |
484
-50
| -9% | -$5.48K | 0.04% | 160 |
|
|
2018
Q3 | $59K | Sell |
534
-23
| -4% | -$2.54K | 0.03% | 164 |
|
|
2018
Q2 | $63K | Sell |
557
-401
| -42% | -$45.4K | 0.04% | 150 |
|
|
2018
Q1 | $108K | Hold |
958
| – | – | 0.07% | 131 |
|
|
2017
Q4 | $109K | Buy |
+958
| New | +$109K | 0.07% | 138 |
|