Wealthspire Advisors (New York)’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 | $1.21M | Sell |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $888K | Sell |
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|
2022
Q4 | $948K | Sell |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $955K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $262K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $21K | Buy |
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