William Howard & Co Financial Advisors’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 | $1.46M | Sell |
13,251
-1,312
| -9% | -$144K | 1.27% | 15 |
|
|
2025
Q1 | $1.62M | Hold |
14,563
| – | – | 1.52% | 15 |
|
|
2024
Q4 | $1.55M | Sell |
14,563
-2,351
| -14% | -$251K | 1.4% | 15 |
|
|
2024
Q3 | $1.87M | Buy |
16,914
+43
| +0.3% | +$4.75K | 1.59% | 14 |
|
|
2024
Q2 | $1.8M | Sell |
16,871
-370
| -2% | -$39.5K | 1.66% | 13 |
|
|
2024
Q1 | $1.85M | Buy |
+17,241
| New | +$1.85M | 1.74% | 12 |
|