Wealthspire Advisors (New York)’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 | $1.24M | Buy |
11,233
+8,046
| +252% | +$885K | 0.01% | 347 |
|
|
2025
Q1 | $354K | Sell |
3,187
-83
| -3% | -$9.22K | ﹤0.01% | 597 |
|
|
2024
Q4 | $348K | Sell |
3,270
-92
| -3% | -$9.8K | ﹤0.01% | 614 |
|
|
2024
Q3 | $371K | Sell |
3,362
-1,244
| -27% | -$137K | ﹤0.01% | 570 |
|
|
2024
Q2 | $492K | Buy |
4,606
+733
| +19% | +$78.3K | 0.01% | 437 |
|
|
2024
Q1 | $416K | Sell |
3,873
-188
| -5% | -$20.2K | 0.01% | 456 |
|
|
2023
Q4 | $437K | Sell |
4,061
-966
| -19% | -$104K | 0.01% | 437 |
|
|
2023
Q3 | $521K | Buy |
5,027
+456
| +10% | +$47.3K | 0.01% | 383 |
|
|
2023
Q2 | $492K | Sell |
4,571
-3,487
| -43% | -$375K | 0.01% | 370 |
|
|
2023
Q1 | $888K | Sell |
8,058
-844
| -9% | -$93K | 0.02% | 269 |
|
|
2022
Q4 | $948K | Sell |
8,902
-5,166
| -37% | -$550K | 0.02% | 273 |
|
|
2022
Q3 | $1.48M | Buy |
14,068
+5,686
| +68% | +$597K | 0.03% | 177 |
|
|
2022
Q2 | $955K | Buy |
8,382
+39
| +0.5% | +$4.44K | 0.02% | 215 |
|
|
2022
Q1 | $1.04M | Buy |
8,343
+46
| +0.6% | +$5.73K | 0.02% | 188 |
|
|
2021
Q4 | $1.07M | Buy |
8,297
+433
| +6% | +$55.9K | 0.02% | 221 |
|
|
2021
Q3 | $1M | Buy |
7,864
+5,887
| +298% | +$752K | 0.02% | 246 |
|
|
2021
Q2 | $253K | Sell |
1,977
-6,733
| -77% | -$862K | 0.01% | 321 |
|
|
2021
Q1 | $1.09M | Buy |
8,710
+6,661
| +325% | +$836K | 0.03% | 249 |
|
|
2020
Q4 | $262K | Buy |
+2,049
| New | +$262K | 0.01% | 480 |
|
|
2019
Q1 | – | Sell |
-189
| Closed | -$21K | – | 712 |
|
|
2018
Q4 | $21K | Buy |
+189
| New | +$21K | ﹤0.01% | 333 |
|