AF
Advisornet Financial’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
3,659
-764
| -17% | -$84.1K | 0.03% | 413 |
|
|
2025
Q1 | $491K | Sell |
4,423
-111
| -2% | -$12.3K | 0.04% | 352 |
|
|
2024
Q4 | $483K | Sell |
4,534
-3,260
| -42% | -$347K | 0.04% | 320 |
|
|
2024
Q3 | $861K | Sell |
7,794
-2,644
| -25% | -$292K | 0.06% | 247 |
|
|
2024
Q2 | $1.11M | Sell |
10,438
-156
| -1% | -$16.7K | 0.1% | 193 |
|
|
2024
Q1 | $1.14M | Sell |
10,594
-4,034
| -28% | -$433K | 0.11% | 188 |
|
|
2023
Q4 | $1.57M | Sell |
14,628
-110,869
| -88% | -$11.9M | 0.15% | 165 |
|
|
2023
Q3 | $13M | Buy |
125,497
+6,735
| +6% | +$699K | 1.18% | 18 |
|
|
2023
Q2 | $12.8M | Buy |
118,762
+4,229
| +4% | +$455K | 1.09% | 19 |
|
|
2023
Q1 | $12.6M | Buy |
114,533
+10,653
| +10% | +$1.17M | 1.15% | 16 |
|
|
2022
Q4 | $11.1M | Buy |
103,880
+4,902
| +5% | +$522K | 1.09% | 16 |
|
|
2022
Q3 | $10.4M | Buy |
98,978
+4,378
| +5% | +$459K | 1.04% | 15 |
|
|
2022
Q2 | $10.8M | Buy |
94,600
+77,784
| +463% | +$8.86M | 1.06% | 14 |
|
|
2022
Q1 | $2.1M | Buy |
16,816
+11,856
| +239% | +$1.48M | 0.13% | 153 |
|
|
2021
Q4 | $641K | Buy |
4,960
+172
| +4% | +$22.2K | 0.04% | 348 |
|
|
2021
Q3 | $611K | Buy |
4,788
+1,944
| +68% | +$248K | 0.04% | 328 |
|
|
2021
Q2 | $364K | Buy |
2,844
+55
| +2% | +$7.04K | 0.02% | 438 |
|
|
2021
Q1 | $350K | Hold |
2,789
| – | – | 0.02% | 429 |
|
|
2020
Q4 | $356K | Buy |
2,789
+80
| +3% | +$10.2K | 0.03% | 391 |
|
|
2020
Q3 | $343K | Sell |
2,709
-144
| -5% | -$18.2K | 0.03% | 400 |
|
|
2020
Q2 | $351K | Buy |
2,853
+6
| +0.2% | +$738 | 0.03% | 406 |
|
|
2020
Q1 | $336K | Sell |
2,847
-1,069
| -27% | -$126K | 0.03% | 379 |
|
|
2019
Q4 | $457K | Buy |
3,916
+264
| +7% | +$30.8K | 0.04% | 347 |
|
|
2019
Q3 | $425K | Buy |
3,652
+207
| +6% | +$24.1K | 0.04% | 359 |
|
|
2019
Q2 | $398K | Buy |
3,445
+489
| +17% | +$56.5K | 0.04% | 335 |
|
|
2019
Q1 | $334K | Buy |
2,956
+200
| +7% | +$22.6K | 0.04% | 354 |
|
|
2018
Q4 | $302K | Sell |
2,756
-10
| -0.4% | -$1.1K | 0.04% | 332 |
|
|
2018
Q3 | $306K | Sell |
2,766
-126
| -4% | -$13.9K | 0.04% | 344 |
|
|
2018
Q2 | $326K | Sell |
2,892
-68
| -2% | -$7.67K | 0.04% | 307 |
|
|
2018
Q1 | $335K | Sell |
2,960
-8,080
| -73% | -$914K | 0.05% | 295 |
|
|
2017
Q4 | $1.26M | Buy |
+11,040
| New | +$1.26M | 0.19% | 106 |
|