BFA
BMS Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-29,698
| Closed | -$3.84M | – | 119 |
|
|
2022
Q4 | $3.84M | Buy |
29,698
+14,488
| +95% | +$1.87M | 2.54% | 9 |
|
|
2022
Q3 | $1.6M | Sell |
15,210
-15,062
| -50% | -$1.58M | 1.12% | 15 |
|
|
2022
Q2 | $3.91M | Buy |
30,272
+14,091
| +87% | +$1.82M | 2.56% | 9 |
|
|
2022
Q1 | $2.02M | Sell |
16,181
-14,127
| -47% | -$1.76M | 1.28% | 13 |
|
|
2021
Q4 | $3.92M | Buy |
+30,308
| New | +$3.92M | 2.49% | 9 |
|