ATFA
All Terrain Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,099
| Closed | -$224K | – | 86 |
|
|
2024
Q4 | $224K | Sell |
2,099
-155
| -7% | -$16.5K | 0.07% | 77 |
|
|
2024
Q3 | $249K | Sell |
2,254
-185
| -8% | -$20.4K | 0.09% | 73 |
|
|
2024
Q2 | $260K | Sell |
2,439
-56
| -2% | -$5.98K | 0.1% | 69 |
|
|
2024
Q1 | $268K | Sell |
2,495
-556
| -18% | -$59.7K | 0.11% | 71 |
|
|
2023
Q4 | $328K | Sell |
3,051
-663
| -18% | -$71.3K | 0.12% | 55 |
|
|
2023
Q3 | $385K | Sell |
3,714
-132
| -3% | -$13.7K | 0.16% | 48 |
|
|
2023
Q2 | $414K | Sell |
3,846
-90
| -2% | -$9.69K | 0.16% | 49 |
|
|
2023
Q1 | $434K | Sell |
3,936
-457
| -10% | -$50.4K | 0.18% | 47 |
|
|
2022
Q4 | $468K | Sell |
4,393
-250
| -5% | -$26.6K | 0.21% | 46 |
|
|
2022
Q3 | $487K | Hold |
4,643
| – | – | 0.21% | 41 |
|
|
2022
Q2 | $529K | Buy |
4,643
+68
| +1% | +$7.75K | 0.23% | 41 |
|
|
2022
Q1 | $570K | Buy |
+4,575
| New | +$570K | 0.23% | 42 |
|
|
2020
Q2 | – | Sell |
-2,308
| Closed | -$272K | – | 103 |
|
|
2020
Q1 | $272K | Sell |
2,308
-141
| -6% | -$16.6K | 0.11% | 72 |
|
|
2019
Q4 | $285K | Hold |
2,449
| – | – | 0.09% | 92 |
|
|
2019
Q3 | $285K | Sell |
2,449
-10
| -0.4% | -$1.16K | 0.1% | 93 |
|
|
2019
Q2 | $284K | Buy |
2,459
+14
| +0.6% | +$1.62K | 0.1% | 94 |
|
|
2019
Q1 | $276K | Hold |
2,445
| – | – | 0.1% | 98 |
|
|
2018
Q4 | $268K | Sell |
2,445
-294
| -11% | -$32.2K | 0.11% | 99 |
|
|
2018
Q3 | $303K | Sell |
2,739
-79
| -3% | -$8.74K | 0.12% | 101 |
|
|
2018
Q2 | $318K | Buy |
2,818
+72
| +3% | +$8.13K | 0.14% | 99 |
|
|
2018
Q1 | $310K | Sell |
2,746
-100
| -4% | -$11.3K | 0.14% | 97 |
|
|
2017
Q4 | $325K | Buy |
+2,846
| New | +$325K | 0.15% | 86 |
|