BFO
Biltmore Family Office’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Buy |
545
+245
| +82% | +$27K | 0.01% | 233 |
|
|
2025
Q1 | $33.3K | Hold |
300
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $32K | Buy |
+300
| New | +$32K | 0.01% | 238 |
|
|
2023
Q4 | – | Sell |
-150
| Closed | -$15.6K | – | 249 |
|
|
2023
Q3 | $15.6K | Sell |
150
-225
| -60% | -$23.3K | ﹤0.01% | 215 |
|
|
2023
Q2 | $40.4K | Hold |
375
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $41.3K | Hold |
375
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $39.9K | Hold |
375
| – | – | 0.01% | 229 |
|
|
2022
Q3 | $39K | Hold |
375
| – | – | 0.01% | 183 |
|
|
2022
Q2 | $43K | Hold |
375
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $47K | Sell |
375
-50
| -12% | -$6.27K | 0.01% | 188 |
|
|
2021
Q4 | $55K | Buy |
425
+225
| +113% | +$29.1K | 0.01% | 204 |
|
|
2021
Q3 | $26K | Buy |
+200
| New | +$26K | 0.01% | 194 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$6K | – | 190 |
|
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 180 |
|
|
2020
Q3 | $6K | Sell |
50
-54
| -52% | -$6.48K | ﹤0.01% | 160 |
|
|
2020
Q2 | $13K | Hold |
104
| – | – | 0.01% | 168 |
|
|
2020
Q1 | $12K | Buy |
104
+50
| +93% | +$5.77K | 0.01% | 164 |
|
|
2019
Q4 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 200 |
|
|
2018
Q4 | – | Sell |
-10,670
| Closed | -$1.18M | – | 150 |
|
|
2018
Q3 | $1.18M | Sell |
10,670
-3,395
| -24% | -$375K | 0.56% | 50 |
|
|
2018
Q2 | $1.59M | Sell |
14,065
-3,310
| -19% | -$374K | 0.79% | 39 |
|
|
2018
Q1 | $1.96M | Sell |
17,375
-4,910
| -22% | -$555K | 0.87% | 38 |
|
|
2017
Q4 | $2.54M | Buy |
+22,285
| New | +$2.54M | 1.15% | 31 |
|