BA
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Ballew Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,231
Closed -$1.29M 124
2021
Q4
$1.29M Buy
+10,231
New +$1.29M 0.9% 23
2021
Q2
Sell
-10,408
Closed -$1.31M 126
2021
Q1
$1.31M Buy
10,408
+5,204
+100% +$654K 0.48% 56
2020
Q4
$659K Buy
+5,204
New +$659K 0.51% 44
2020
Q3
Sell
-15,204
Closed -$1.88M 105
2020
Q2
$1.88M Buy
+15,204
New +$1.88M 1.85% 13
2020
Q1
Sell
-25,204
Closed -$2.95M 89
2019
Q4
$2.95M Buy
25,204
+20,500
+436% +$2.4M 2.52% 11
2019
Q3
$549K Buy
+4,704
New +$549K 0.5% 43
2018
Q4
Sell
-204
Closed -$22K 402
2018
Q3
$22K Hold
204
0.02% 233
2018
Q2
$23K Sell
204
-198
-49% -$22.3K 0.03% 226
2018
Q1
$45K Buy
+402
New +$45K 0.04% 169