AFS
Axiom Financial Strategies’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-74,481
| Closed | -$7.73M | – | 36 |
|
|
2023
Q3 | $7.73M | Sell |
74,481
-99,853
| -57% | -$10.4M | 5.18% | 6 |
|
|
2023
Q2 | $18.8M | Sell |
174,334
-4,828
| -3% | -$520K | 10.76% | 2 |
|
|
2023
Q1 | $19.8M | Sell |
179,162
-9,878
| -5% | -$1.09M | 10.98% | 3 |
|
|
2022
Q4 | $20.1M | Sell |
189,040
-6,081
| -3% | -$647K | 12.64% | 2 |
|
|
2022
Q3 | $20.5M | Buy |
195,121
+84,640
| +77% | +$8.88M | 10.88% | 3 |
|
|
2022
Q2 | $12.6M | Sell |
110,481
-4,776
| -4% | -$544K | 6.62% | 3 |
|
|
2022
Q1 | $13.8M | Buy |
+115,257
| New | +$13.8M | 6.94% | 3 |
|
|
2020
Q2 | – | Sell |
-2,443
| Closed | -$288K | – | 72 |
|
|
2020
Q1 | $288K | Buy |
+2,443
| New | +$288K | 0.23% | 46 |
|