Willow Creek Wealth Management’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 | $1.08M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.73M | Sell |
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|
2021
Q3 | $2.72M | Sell |
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|
2021
Q2 | $2.86M | Sell |
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|
2021
Q1 | $2.95M | Buy |
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|
2020
Q4 | $2.84M | Buy |
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|
2020
Q3 | $2.53M | Sell |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $2.44M | Sell |
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|
2019
Q4 | $2.59M | Sell |
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|
2019
Q3 | $2.84M | Sell |
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|
2019
Q2 | $2.87M | Buy |
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|
2019
Q1 | $2.79M | Sell |
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|
2018
Q4 | $2.81M | Sell |
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|
2018
Q3 | $3.87M | Sell |
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|
2018
Q2 | $4M | Buy |
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|
2018
Q1 | $3.95M | Sell |
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|
2017
Q4 | $4.38M | Sell |
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|
2017
Q3 | $16.5M | Buy |
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|
2017
Q2 | $15.8M | Buy |
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|
2017
Q1 | $15.5M | Buy |
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|
2016
Q4 | $14.4M | Buy |
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|
2016
Q3 | $13.7M | Sell |
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|
2016
Q2 | $13.8M | Buy |
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|
2016
Q1 | $13.2M | Sell |
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|
2015
Q4 | $12.8M | Buy |
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|
2015
Q3 | $12.9M | Sell |
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|
2015
Q2 | $13.2M | Buy |
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|
2015
Q1 | $12.9M | Buy |
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|
2014
Q4 | $12.7M | Buy |
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