WFA of San Diego’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
Q2 | $403K | Buy |
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|
2024
Q3 | $422K | Hold |
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|
2024
Q2 | $408K | Buy |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $758K | Sell |
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|
2022
Q3 | $802K | Buy |
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|
2022
Q2 | $869K | Buy |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $967K | Sell |
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|
2021
Q2 | $977K | Buy |
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|
2021
Q1 | $951K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $999K | Buy |
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|
2020
Q2 | $813K | Buy |
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