AFAS
TIP icon

Acorn Financial Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Acorn Financial Advisory Services’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,890
Closed -$618K – 225
2022
Q3 		$618K Sell
5,890
-171
-3% -$19.4K 0.15% 105
2022
Q2 		$690K Sell
6,061
-591
-9% -$70.1K 0.16% 88
2022
Q1 		$829K Sell
6,652
-590
-8% -$74.2K 0.17% 90
2021
Q4 		$936K Buy
7,242
+157
+2% +$20.2K 0.19% 88
2021
Q3 		$905K Buy
7,085
+1,235
+21% +$159K 0.28% 83
2021
Q2 		$749K Buy
5,850
+1,866
+47% +$237K 0.22% 106
2021
Q1 		$500K Buy
3,984
+2,183
+121% +$276K 0.18% 125
2020
Q4 		$230K Buy
+1,801
New +$227K 0.09% 200

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