Ownership history in Horizons Wealth Management · 15 quarters on record
This page tracks every 13F SEC filing in which Horizons Wealth Management reported a position in ISHARES TIPS BOND ETF (TIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 56,398 | +444 | +0.8% | 4.06% | $6.2M | $109.91 |
| 2025 Q3 | ADDED | 55,954 | +1,498 | +2.8% | 4.24% | $6.2M | $110.00 |
| 2025 Q2 | REDUCED | 54,456 | -861 | -1.6% | 4.27% | $6.0M | $107.79 |
| 2025 Q1 | ADDED | 55,317 | +1,644 | +3.1% | 4.57% | $6.1M | $107.33 |
| 2024 Q4 | ADDED | 53,673 | +1,801 | +3.5% | 4.36% | $5.7M | $102.95 |
| 2024 Q3 | ADDED | 51,872 | +139 | +0.3% | 4.40% | $5.7M | $106.18 |
| 2024 Q2 | REDUCED | 51,733 | -12,789 | -19.8% | 4.39% | $5.6M | $102.03 |
| 2024 Q1 | UNCHANGED | 64,522 | — | 0% | 4.54% | $6.9M | $101.20 |
| 2023 Q4 | ADDED | 64,522 | +3,628 | +6.0% | 4.54% | $6.9M | $101.27 |
| 2023 Q3 | ADDED | 60,894 | +2,616 | +4.5% | 4.61% | $6.3M | $96.89 |
As of 2025 Q4 — sorted by position size