Westmount Partners’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 | $357K | Sell |
3,240
-1,135
| -26% | -$125K | 0.1% | 165 |
|
|
2025
Q1 | $486K | Buy |
4,375
+1,135
| +35% | +$126K | 0.15% | 123 |
|
|
2024
Q4 | $345K | Hold |
3,240
| – | – | 0.1% | 154 |
|
|
2024
Q3 | $358K | Hold |
3,240
| – | – | 0.11% | 149 |
|
|
2024
Q2 | $343K | Buy |
3,240
+25
| +0.8% | +$2.65K | 0.11% | 143 |
|
|
2024
Q1 | $345K | Buy |
3,215
+92
| +3% | +$9.88K | 0.12% | 145 |
|
|
2023
Q4 | $336K | Sell |
3,123
-1,134
| -27% | -$122K | 0.14% | 141 |
|
|
2023
Q3 | $442K | Sell |
4,257
-101
| -2% | -$10.5K | 0.19% | 118 |
|
|
2023
Q2 | $469K | Sell |
4,358
-6
| -0.1% | -$646 | 0.2% | 106 |
|
|
2023
Q1 | $481K | Sell |
4,364
-569
| -12% | -$62.7K | 0.22% | 103 |
|
|
2022
Q4 | $525K | Buy |
+4,933
| New | +$525K | 0.27% | 89 |
|