BFG
Beacon Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,027
| Closed | -$224K | – | 333 |
|
|
2024
Q3 | $224K | Sell |
2,027
-11,613
| -85% | -$1.28M | 0.02% | 304 |
|
|
2024
Q2 | $1.46M | Buy |
13,640
+4,218
| +45% | +$450K | 0.17% | 134 |
|
|
2024
Q1 | $1.01M | Buy |
9,422
+2,235
| +31% | +$240K | 0.12% | 154 |
|
|
2023
Q4 | $773K | Buy |
+7,187
| New | +$773K | 0.09% | 168 |
|