Upper Left Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 4,343 shares of TIP stock, worth $476,991. This represents 0.34% of its overall portfolio holdings.

Number of Shares

4,343

Previous 4,347 0.09%

Holding current value

$476,991

Previous $480,000 0.63%

% of portfolio

0.34%

Previous 0.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$107.93 - $110.97 $431 - $443	-4 Reduced 0.09%	4,343 $477,000
Q1 2025 Apr 14, 2025	SELL	$106.22 - $111.09 $9,347 - $9,775	-88 Reduced 1.98%	4,347 $480,000
Q4 2024 Jan 23, 2025	SELL	$106.33 - $110.69 $11,377 - $11,843	-107 Reduced 2.36%	4,435 $472,000
Q3 2024 Nov 13, 2024	SELL	$105.92 - $110.83 $233,447 - $244,269	-2,204 Reduced 32.67%	4,542 $501,000
Q2 2024 Jul 25, 2024	SELL	$105.01 - $107.23 $50,194 - $51,255	-478 Reduced 6.62%	6,746 $720,000
Q1 2024 Apr 23, 2024	SELL	$105.69 - $108.04 $127,567 - $130,404	-1,207 Reduced 14.32%	7,224 $775,000
Q4 2023 Jan 23, 2024	SELL	$102.12 - $107.97 $20,219 - $21,378	-198 Reduced 2.29%	8,431 $906,000
Q3 2023 Oct 25, 2023	BUY	$103.4 - $107.7 $4,549 - $4,738	44 Added 0.51%	8,629 $894,000
Q2 2023 Jul 25, 2023	SELL	$107.1 - $111.15 $32,022 - $33,233	-299 Reduced 3.37%	8,585 $923,000
Q1 2023 Apr 25, 2023	SELL	$106.24 - $110.25 $31,659 - $32,854	-298 Reduced 3.25%	8,884 $979,000
Q4 2022 Jan 17, 2023	SELL	$104.91 - $110.18 $31,473 - $33,054	-300 Reduced 3.16%	9,182 $0
Q3 2022 Nov 01, 2022	BUY	$104.9 - $118.23 $497,750 - $561,001	4,745 Added 100.17%	9,482 $1.01 Million
Q2 2022 Jul 08, 2022	BUY	$113.44 - $123.09 $537,365 - $583,077	4,737 New	4,737 $540,000

Others Institutions Holding TIP

# of Institutions

1,138

Shares Held

121M

Call Options Held

16.5M

Put Options Held

17M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History