WealthTrust Axiom’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
Q4 | $714K | Hold |
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|
2025
Q3 | $723K | Hold |
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|
2025
Q2 | $715K | Hold |
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|
2025
Q1 | $722K | Hold |
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|
2024
Q4 | $693K | Hold |
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|
2024
Q3 | $718K | Hold |
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|
2024
Q2 | $694K | Hold |
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|
2024
Q1 | $698K | Hold |
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|
2023
Q4 | $699K | Hold |
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|
2023
Q3 | $674K | Hold |
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|
2023
Q2 | $700K | Hold |
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|
2023
Q1 | $717K | Hold |
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|
2022
Q4 | $692K | Hold |
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|
2022
Q3 | $681K | Hold |
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|
2022
Q2 | $740K | Hold |
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|
2022
Q1 | $809K | Sell |
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|
2021
Q4 | $940K | Hold |
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|
2021
Q3 | $929K | Hold |
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|
2021
Q2 | $932K | Sell |
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|
2021
Q1 | $951K | Sell |
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|
2020
Q4 | $994K | Hold |
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|
2020
Q3 | $985K | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.29M | Hold |
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|
2018
Q4 | $1.25M | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $1.01M | Hold |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $930K | Buy |
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|
2017
Q1 | $229K | Hold |
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|
2016
Q4 | $226K | Hold |
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|
2016
Q3 | $232K | Hold |
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|
2016
Q2 | $233K | Hold |
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|
2016
Q1 | $229K | Hold |
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|
2015
Q4 | $219K | Hold |
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|
2015
Q3 | $221K | Hold |
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|
2015
Q2 | $224K | Sell |
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|
2015
Q1 | $267K | Sell |
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|
2014
Q4 | $297K | Sell |
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|
2014
Q3 | $313K | Buy |
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|
2014
Q2 | $322K | Buy |
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|
2014
Q1 | $297K | Sell |
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|
2013
Q4 | $324K | Buy |
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|
2013
Q3 | $292K | Hold |
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|
2013
Q2 | $291K | Buy |
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