WhitTier Trust Company’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 | $271K | Hold |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $482K | Hold |
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|
2022
Q4 | $465K | Hold |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $464K | Hold |
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|
2021
Q3 | $458K | Hold |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $576K | Hold |
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|
2020
Q4 | $586K | Buy |
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|
2020
Q3 | $569K | Hold |
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|
2020
Q2 | $552K | Sell |
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|
2020
Q1 | $537K | Hold |
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|
2019
Q4 | $531K | Hold |
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|
2019
Q3 | $529K | Hold |
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|
2019
Q2 | $526K | Sell |
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|
2019
Q1 | $543K | Hold |
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|
2018
Q4 | $526K | Sell |
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|
2018
Q3 | $614K | Sell |
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|
2018
Q2 | $657K | Sell |
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|
2018
Q1 | $670K | Buy |
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|
2017
Q4 | $656K | Hold |
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|
2017
Q3 | $653K | Hold |
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|
2017
Q2 | $653K | Hold |
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|
2017
Q1 | $660K | Sell |
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|
2016
Q4 | $660K | Buy |
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|
2016
Q3 | $650K | Hold |
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|
2016
Q2 | $651K | Hold |
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|
2016
Q1 | $640K | Sell |
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|
2015
Q4 | $814K | Hold |
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|
2015
Q3 | $822K | Sell |
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|
2015
Q2 | $919K | Sell |
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|
2015
Q1 | $988K | Sell |
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|
2014
Q4 | $976K | Hold |
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|
2014
Q3 | $976K | Hold |
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|
2014
Q2 | $1M | Sell |
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|
2014
Q1 | $1M | Sell |
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|
2013
Q4 | $992K | Sell |
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|
2013
Q3 | $1.09M | Sell |
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|
2013
Q2 | $1.15M | Buy |
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