West Financial Advisors’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 | $14.9M | Buy |
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|
2025
Q2 | $2.2K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $50K | Sell |
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|
2024
Q2 | $9.4M | Buy |
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|
2024
Q1 | $9.36M | Buy |
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|
2023
Q4 | $9.17M | Sell |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $10.5M | Sell |
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|
2022
Q3 | $10.9M | Sell |
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|
2022
Q2 | $12.2M | Buy |
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|
2022
Q1 | $11.7M | Sell |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $8.01M | Buy |
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|
2021
Q2 | $7.71M | Buy |
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|
2021
Q1 | $5.76M | Buy |
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|
2020
Q4 | $5.79M | Buy |
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