Altavista Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.04M | Hold |
8,044
| – | – | 0.21% | 82 |
|
|
2021
Q3 | $1.03M | Sell |
8,044
-154
| -2% | -$19.9K | 0.23% | 76 |
|
|
2021
Q2 | $1.05M | Hold |
8,198
| – | – | 0.23% | 78 |
|
|
2021
Q1 | $1.03M | Sell |
8,198
-1,000
| -11% | -$127K | 0.25% | 77 |
|
|
2020
Q4 | $1.17M | Sell |
9,198
-200
| -2% | -$25.2K | 0.3% | 65 |
|
|
2020
Q3 | $1.19M | Hold |
9,398
| – | – | 0.33% | 60 |
|
|
2020
Q2 | $1.16M | Buy |
9,398
+100
| +1% | +$12.2K | 0.33% | 58 |
|
|
2020
Q1 | $1.1M | Sell |
9,298
-1,100
| -11% | -$130K | 0.37% | 57 |
|
|
2019
Q4 | $1.21M | Sell |
10,398
-354
| -3% | -$41.2K | 0.36% | 60 |
|
|
2019
Q3 | $1.25M | Buy |
10,752
+1,500
| +16% | +$174K | 0.39% | 59 |
|
|
2019
Q2 | $1.07M | Buy |
9,252
+50
| +0.5% | +$5.69K | 0.34% | 65 |
|
|
2019
Q1 | $1.04M | Sell |
9,202
-1,258
| -12% | -$140K | 0.37% | 64 |
|
|
2018
Q4 | $1.15M | Sell |
10,460
-3,347
| -24% | -$365K | 0.47% | 59 |
|
|
2018
Q3 | $1.53M | Sell |
13,807
-343
| -2% | -$38.3K | 0.57% | 49 |
|
|
2018
Q2 | $1.6M | Buy |
14,150
+637
| +5% | +$71.5K | 0.64% | 46 |
|
|
2018
Q1 | $1.53M | Buy |
13,513
+2,600
| +24% | +$293K | 0.65% | 46 |
|
|
2017
Q4 | $1.25M | Buy |
10,913
+1,154
| +12% | +$131K | 0.53% | 53 |
|
|
2017
Q3 | $1.11M | Sell |
9,759
-211
| -2% | -$24K | 0.53% | 50 |
|
|
2017
Q2 | $1.13M | Buy |
9,970
+1,427
| +17% | +$163K | 0.56% | 49 |
|
|
2017
Q1 | $979K | Hold |
8,543
| – | – | 0.49% | 51 |
|
|
2016
Q4 | $967K | Buy |
8,543
+201
| +2% | +$23K | 0.52% | 50 |
|
|
2016
Q3 | $972K | Buy |
8,342
+1,210
| +17% | +$140K | 0.53% | 48 |
|
|
2016
Q2 | $832K | Buy |
7,132
+593
| +9% | +$68.1K | 0.46% | 53 |
|
|
2016
Q1 | $750K | Hold |
6,539
| – | – | 0.42% | 55 |
|
|
2015
Q4 | $717K | Buy |
6,539
+100
| +2% | +$11.1K | 0.42% | 56 |
|
|
2015
Q3 | $713K | Buy |
6,439
+1
| +0% | +$112 | 0.47% | 56 |
|
|
2015
Q2 | $721K | Sell |
6,438
-230
| -3% | -$26K | 0.44% | 54 |
|
|
2015
Q1 | $757K | Sell |
6,668
-80
| -1% | -$9.07K | 0.47% | 55 |
|
|
2014
Q4 | $761K | Sell |
6,748
-3,800
| -36% | -$429K | 0.47% | 50 |
|
|
2014
Q3 | $1.18M | Buy |
10,548
+1,630
| +18% | +$186K | 0.76% | 40 |
|
|
2014
Q2 | $1.03M | Buy |
8,918
+105
| +1% | +$12K | 0.64% | 47 |
|
|
2014
Q1 | $988K | Buy |
8,813
+300
| +4% | +$33.6K | 0.6% | 50 |
|
|
2013
Q4 | $936K | Sell |
8,513
-579
| -6% | -$64.6K | 0.57% | 53 |
|
|
2013
Q3 | $1.02M | Sell |
9,092
-457
| -5% | -$51K | 0.67% | 47 |
|
|
2013
Q2 | $1.07M | Buy |
+9,549
| New | +$1.13M | 0.72% | 42 |
|
Other funds holding TIP
PCA
Altavista Wealth Management's TIP Position: Q4 2021 in Review
Altavista Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q4 2021 at 8,044 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #82.
Altavista Wealth Management first reported a position in TIP in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.6M in Q2 2018. 1,364 funds tracked by Wall St. Rank hold TIP as of Q4 2021.
- Altavista Wealth Management held 8,044 shares of iShares TIPS Bond ETF worth $1.04M as of Q4 2021.
- Altavista Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q4 2021.
- iShares TIPS Bond ETF made up 0.21% of Altavista Wealth Management's portfolio in Q4 2021, its #82 holding.
- Altavista Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's iShares TIPS Bond ETF position peaked at $1.6M in Q2 2018.
- 1,364 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.