Peak Financial Management, Inc. Ishares Tr Tips Bd ETF Transaction History

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 21,342 shares of TIP stock, worth $2.36 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
21,342
Previous 26,464 19.35%
Holding current value
$2.36 Million
Previous $2.91 Million 18.51%
% of portfolio
0.66%
Previous 0.86%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$109.11 - $111.88 $558,861 - $573,049
-5,122 Reduced 19.35%
21,342 $2.37 Million
Q2 2025

Jul 23, 2025
SELL
$107.93 - $110.97 $901,647 - $927,043
-8,354 Reduced 23.99%
26,464 $2.91 Million
Q1 2025

May 12, 2025
BUY
$106.22 - $111.09 $79,771 - $83,428
751 Added 2.2%
34,818 $3.87 Million
Q4 2024

Jan 21, 2025
BUY
$106.33 - $110.69 $42,213 - $43,943
397 Added 1.18%
34,067 $3.63 Million
Q3 2024

Oct 15, 2024
BUY
$105.92 - $110.83 $24,043 - $25,158
227 Added 0.68%
33,670 $3.72 Million
Q2 2024

Jul 22, 2024
SELL
$105.01 - $107.23 $173,266 - $176,929
-1,650 Reduced 4.7%
33,443 $3.57 Million
Q1 2024

Apr 22, 2024
SELL
$105.69 - $108.04 $20,503 - $20,959
-194 Reduced 0.55%
35,093 $3.77 Million
Q4 2023

Jan 18, 2024
SELL
$102.12 - $107.97 $479,861 - $507,351
-4,699 Reduced 11.75%
35,287 $3.79 Million
Q3 2023

Oct 24, 2023
BUY
$103.4 - $107.7 $64,314 - $66,989
622 Added 1.58%
39,986 $4.15 Million
Q2 2023

Jul 26, 2023
BUY
$107.1 - $111.15 $39,841 - $41,347
372 Added 0.95%
39,364 $4.24 Million
Q1 2023

Apr 24, 2023
SELL
$106.24 - $110.25 $116,757 - $121,164
-1,099 Reduced 2.74%
38,992 $4.3 Million
Q4 2022

Jan 27, 2023
BUY
$104.91 - $110.18 $86,445 - $90,788
824 Added 2.1%
40,091 $4.27 Million
Q3 2022

Oct 28, 2022
SELL
$104.9 - $118.23 $87,171 - $98,249
-831 Reduced 2.07%
39,267 $4.12 Million
Q2 2022

Jul 29, 2022
BUY
$113.44 - $123.09 $188,310 - $204,329
1,660 Added 4.32%
40,098 $4.57 Million
Q1 2022

Apr 20, 2022
BUY
$122.95 - $129.16 $364,792 - $383,217
2,967 Added 8.36%
38,438 $4.79 Million
Q4 2021

Jan 27, 2022
BUY
$127.7 - $130.86 $276,725 - $283,573
2,167 Added 6.51%
35,471 $4.58 Million
Q3 2021

Oct 19, 2021
BUY
$127.3 - $130.61 $224,048 - $229,873
1,760 Added 5.58%
33,304 $4.25 Million
Q2 2021

Aug 04, 2021
BUY
$125.2 - $128.01 $261,793 - $267,668
2,091 Added 7.1%
31,544 $4.04 Million
Q1 2021

Apr 29, 2021
SELL
$124.29 - $128.12 $47,105 - $48,557
-379 Reduced 1.27%
29,453 $3.7 Million
Q4 2020

Jan 26, 2021
BUY
$124.65 - $127.65 $181,864 - $186,241
1,459 Added 5.14%
29,832 $3.81 Million
Q3 2020

Oct 19, 2020
BUY
$123.08 - $127.1 $499,089 - $515,390
4,055 Added 16.67%
28,373 $3.59 Million
Q2 2020

Aug 06, 2020
SELL
$118.46 - $123.2 $17,058 - $17,740
-144 Reduced 0.59%
24,318 $2.99 Million
Q1 2020

Apr 29, 2020
BUY
$108.81 - $122.54 $54,078 - $60,902
497 Added 2.07%
24,462 $2.89 Million
Q4 2019

Jan 31, 2020
BUY
$115.27 - $117.05 $103,512 - $105,110
898 Added 3.89%
23,965 $2.79 Million
Q3 2019

Oct 29, 2019
BUY
$114.63 - $118.1 $104,542 - $107,707
912 Added 4.12%
23,067 $2.68 Million
Q2 2019

Aug 01, 2019
BUY
$112.34 - $115.84 $20,782 - $21,430
185 Added 0.84%
22,155 $2.56 Million
Q1 2019

May 01, 2019
SELL
$109.53 - $113.07 $157,285 - $162,368
-1,436 Reduced 6.14%
21,970 $2.48 Million
Q4 2018

Jan 30, 2019
SELL
$108.28 - $110.37 $131,560 - $134,099
-1,215 Reduced 4.93%
23,406 $2.56 Million
Q3 2018

Nov 06, 2018
BUY
$110.43 - $113.01 $179,227 - $183,415
1,623 Added 7.06%
24,621 $2.72 Million
Q2 2018

Jul 19, 2018
BUY
$111.06 - $113.18 $258,103 - $263,030
2,324 Added 11.24%
22,998 $2.6 Million
Q1 2018

May 08, 2018
BUY
$111.39 - $113.94 $66,388 - $67,908
596 Added 2.97%
20,674 $2.34 Million
Q4 2017

Feb 08, 2018
BUY
$112.97 - $114.3 $1.36 Million - $1.38 Million
12,038 Added 149.73%
20,078 $2.29 Million
Q3 2017

Oct 30, 2017
BUY
$113.58 - $115.22 $913,183 - $926,368
8,040
8,040 $913,000

Others Institutions Holding TIP

# of Institutions
1,144
Shares Held
125M
Call Options Held
16.8M
Put Options Held
16.9M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email