AFA
American 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
Q2 | $1.08M | Buy |
9,819
+82
| +0.8% | +$9.02K | 0.15% | 61 |
|
|
2025
Q1 | $1.08M | Sell |
9,737
-383
| -4% | -$42.5K | 0.16% | 54 |
|
|
2024
Q4 | $1.08M | Sell |
10,120
-312
| -3% | -$33.2K | 0.15% | 55 |
|
|
2024
Q3 | $1.15M | Sell |
10,432
-1,420
| -12% | -$157K | 0.16% | 55 |
|
|
2024
Q2 | $1.27M | Sell |
11,852
-1,929
| -14% | -$206K | 0.18% | 53 |
|
|
2024
Q1 | $1.48M | Sell |
13,781
-458
| -3% | -$49.2K | 0.21% | 49 |
|
|
2023
Q4 | $1.53M | Sell |
14,239
-3,220
| -18% | -$346K | 0.23% | 46 |
|
|
2023
Q3 | $1.81M | Sell |
17,459
-2,200
| -11% | -$228K | 0.29% | 42 |
|
|
2023
Q2 | $2.12M | Sell |
19,659
-2,459
| -11% | -$265K | 0.33% | 42 |
|
|
2023
Q1 | $2.44M | Sell |
22,118
-2,039
| -8% | -$225K | 0.4% | 37 |
|
|
2022
Q4 | $2.57M | Sell |
24,157
-1,821
| -7% | -$194K | 0.44% | 35 |
|
|
2022
Q3 | $2.73M | Buy |
+25,978
| New | +$2.73M | 0.47% | 33 |
|
|
2022
Q2 | – | Sell |
-26,284
| Closed | -$3.27M | – | 130 |
|
|
2022
Q1 | $3.27M | Sell |
26,284
-256
| -1% | -$31.9K | 0.45% | 33 |
|
|
2021
Q4 | $3.43M | Sell |
26,540
-2,332
| -8% | -$301K | 0.44% | 31 |
|
|
2021
Q3 | $3.69M | Sell |
28,872
-1,542
| -5% | -$197K | 0.49% | 32 |
|
|
2021
Q2 | $3.89M | Sell |
30,414
-3,514
| -10% | -$450K | 0.54% | 32 |
|
|
2021
Q1 | $4.26M | Sell |
33,928
-3,466
| -9% | -$435K | 0.63% | 30 |
|
|
2020
Q4 | $4.77M | Sell |
37,394
-3,852
| -9% | -$492K | 0.68% | 32 |
|
|
2020
Q3 | $5.22M | Sell |
41,246
-649
| -2% | -$82.1K | 0.85% | 30 |
|
|
2020
Q2 | $5.23M | Sell |
41,895
-1,369
| -3% | -$171K | 0.84% | 30 |
|
|
2020
Q1 | $5.28M | Sell |
43,264
-93,089
| -68% | -$11.4M | 0.95% | 31 |
|
|
2019
Q4 | $15.8M | Sell |
136,353
-19,171
| -12% | -$2.23M | 2.78% | 14 |
|
|
2019
Q3 | $18.1M | Buy |
155,524
+6,167
| +4% | +$717K | 3.42% | 11 |
|
|
2019
Q2 | $17.2M | Buy |
149,357
+4,644
| +3% | +$536K | 3.37% | 12 |
|
|
2019
Q1 | $16.4M | Sell |
144,713
-20,086
| -12% | -$2.27M | 3.34% | 12 |
|
|
2018
Q4 | $18M | Buy |
+164,799
| New | +$18M | 3.96% | 9 |
|