America First Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,564
| Closed | -$491K | – | 98 |
|
|
2023
Q4 | $491K | Hold |
4,564
| – | – | 0.13% | 32 |
|
|
2023
Q3 | $473K | Buy |
4,564
+465
| +11% | +$49.2K | 0.13% | 32 |
|
|
2023
Q2 | $441K | Sell |
4,099
-87
| -2% | -$9.47K | 0.12% | 33 |
|
|
2023
Q1 | $462K | Buy |
4,186
+287
| +7% | +$31.1K | 0.13% | 32 |
|
|
2022
Q4 | $415K | Buy |
3,899
+21
| +0.5% | +$2.24K | 0.12% | 33 |
|
|
2022
Q3 | $407K | Hold |
3,878
| – | – | 0.14% | 31 |
|
|
2022
Q2 | $442K | Sell |
3,878
-4,964
| -56% | -$589K | 0.14% | 33 |
|
|
2022
Q1 | $1.1M | Buy |
8,842
+140
| +2% | +$17.6K | 0.32% | 24 |
|
|
2021
Q4 | $1.12M | Buy |
8,702
+1,455
| +20% | +$188K | 0.32% | 25 |
|
|
2021
Q3 | $925K | Buy |
7,247
+26
| +0.4% | +$3.35K | 0.28% | 26 |
|
|
2021
Q2 | $924K | Buy |
7,221
+1,159
| +19% | +$147K | 0.27% | 27 |
|
|
2021
Q1 | $761K | Buy |
6,062
+831
| +16% | +$105K | 0.23% | 31 |
|
|
2020
Q4 | $668K | Sell |
5,231
-1,464
| -22% | -$185K | 0.2% | 32 |
|
|
2020
Q3 | $847K | Sell |
6,695
-1,538
| -19% | -$193K | 0.27% | 29 |
|
|
2020
Q2 | $1.01M | Buy |
8,233
+145
| +2% | +$17.6K | 0.32% | 27 |
|
|
2020
Q1 | $954K | Hold |
8,088
| – | – | 0.35% | 27 |
|
|
2019
Q4 | $943K | Hold |
8,088
| – | – | 0.28% | 27 |
|
|
2019
Q3 | $941K | Sell |
8,088
-1,363
| -14% | -$158K | 0.28% | 27 |
|
|
2019
Q2 | $1.09M | Sell |
9,451
-1,149
| -11% | -$131K | 0.33% | 25 |
|
|
2019
Q1 | $1.2M | Buy |
10,600
+216
| +2% | +$24K | 0.37% | 25 |
|
|
2018
Q4 | $1.14M | Hold |
10,384
| – | – | 0.38% | 25 |
|
|
2018
Q3 | $1.15M | Sell |
10,384
-97
| -0.9% | -$10.8K | 0.36% | 26 |
|
|
2018
Q2 | $1.18M | Buy |
10,481
+1,547
| +17% | +$174K | 0.39% | 24 |
|
|
2018
Q1 | $1.01M | Buy |
8,934
+633
| +8% | +$71.3K | 0.37% | 24 |
|
|
2017
Q4 | $947K | Sell |
8,301
-45
| -0.5% | -$5.12K | 0.32% | 27 |
|
|
2017
Q3 | $948K | Buy |
8,346
+610
| +8% | +$69.5K | 0.34% | 26 |
|
|
2017
Q2 | $877K | Buy |
7,736
+130
| +2% | +$14.9K | 0.33% | 27 |
|
|
2017
Q1 | $872K | Buy |
7,606
+15
| +0.2% | +$1.71K | 0.33% | 28 |
|
|
2016
Q4 | $859K | Buy |
7,591
+626
| +9% | +$71.5K | 0.35% | 27 |
|
|
2016
Q3 | $811K | Hold |
6,965
| – | – | 0.34% | 27 |
|
|
2016
Q2 | $813K | Sell |
6,965
-358
| -5% | -$41.1K | 0.34% | 30 |
|
|
2016
Q1 | $840K | Sell |
7,323
-65
| -0.9% | -$7.26K | 0.37% | 29 |
|
|
2015
Q4 | $810K | Sell |
7,388
-120
| -2% | -$13.3K | 0.36% | 32 |
|
|
2015
Q3 | $831K | Hold |
7,508
| – | – | 0.39% | 31 |
|
|
2015
Q2 | $841K | Sell |
7,508
-512
| -6% | -$57.9K | 0.37% | 31 |
|
|
2015
Q1 | $911K | Buy |
8,020
+1,335
| +20% | +$151K | 0.39% | 31 |
|
|
2014
Q4 | $749K | Hold |
6,685
| – | – | 0.32% | 35 |
|
|
2014
Q3 | $749K | Buy |
6,685
+2,140
| +47% | +$245K | 0.34% | 33 |
|
|
2014
Q2 | $524K | Sell |
4,545
-320
| -7% | -$36.4K | 0.23% | 36 |
|
|
2014
Q1 | $545K | Sell |
4,865
-338
| -6% | -$37.8K | 0.26% | 37 |
|
|
2013
Q4 | $572K | Sell |
5,203
-1,305
| -20% | -$146K | 0.27% | 36 |
|
|
2013
Q3 | $733K | Buy |
6,508
+51
| +0.8% | +$5.69K | 0.37% | 32 |
|
|
2013
Q2 | $723K | Buy |
+6,457
| New | +$764K | 0.38% | 34 |
|
Other funds holding TIP
America First Investment Advisors's TIP Position: Q1 2024 in Review
America First Investment Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 4,564 shares — an estimated $491K sold.
America First Investment Advisors first reported a position in TIP in Q2 2013 and held it in 43 quarters. The position peaked at $1.2M in Q1 2019. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.
- America First Investment Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
- America First Investment Advisors sold 4,564 iShares TIPS Bond ETF shares in Q1 2024, an estimated $491K.
- America First Investment Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 43 quarters.
- America First Investment Advisors's iShares TIPS Bond ETF position peaked at $1.2M in Q1 2019.
- 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.
Based on America First Investment Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.