Wellington Shields Capital Management’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 | $63K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $227K | Hold |
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|
2017
Q1 | $229K | Hold |
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|
2016
Q4 | $226K | Sell |
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|
2016
Q3 | $245K | Buy |
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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 | $239K | Hold |
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|
2014
Q4 | $235K | Hold |
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|
2014
Q3 | $235K | Hold |
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|
2014
Q2 | $242K | Hold |
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|
2014
Q1 | $235K | Hold |
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|
2013
Q4 | $231K | Hold |
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|
2013
Q3 | $236K | Sell |
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|
2013
Q2 | $280K | Buy |
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