BFWA
Benchmark Financial Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-41,557
| Closed | -$5.18M | – | 85 |
|
|
2022
Q1 | $5.18M | Buy |
41,557
+4,399
| +12% | +$548K | 2.2% | 16 |
|
|
2021
Q4 | $4.8M | Buy |
37,158
+24,972
| +205% | +$3.23M | 2.01% | 15 |
|
|
2021
Q3 | $1.56M | Buy |
12,186
+7,908
| +185% | +$1.01M | 0.74% | 22 |
|
|
2021
Q2 | $548K | Buy |
4,278
+1,251
| +41% | +$160K | 0.26% | 38 |
|
|
2021
Q1 | $380K | Buy |
+3,027
| New | +$380K | 0.21% | 40 |
|