Capital Directions Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Capital Directions Investment Advisors’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$89.8K	Buy	+844	New	+$89.8K	0.03%	82
2022 Q3	–	Sell	-948	Closed	-$108K	–	81
2022 Q2	$108K	Hold	948	–	–	0.04%	88
2022 Q1	$118K	Buy	+948	New	+$118K	0.04%	90
2021 Q4	–	Sell	-1,023	Closed	-$131K	–	207
2021 Q3	$131K	Buy	1,023 +841	+462%	+$108K	0.04%	80
2021 Q2	$23K	Buy	+182	New	+$23K	0.01%	163
2021 Q1	–	Sell	-182	Closed	-$23K	–	335
2020 Q4	$23K	Hold	182	–	–	0.01%	148
2020 Q3	$23K	Hold	182	–	–	0.01%	150
2020 Q2	$22K	Hold	182	–	–	0.01%	152
2020 Q1	$21K	Hold	182	–	–	0.01%	159
2019 Q4	$21K	Sell	182 -330	-64%	-$38.1K	0.01%	189
2019 Q3	$60K	Hold	512	–	–	0.02%	115
2019 Q2	$59K	Hold	512	–	–	0.02%	65
2019 Q1	$58K	Hold	512	–	–	0.02%	66
2018 Q4	$56K	Hold	512	–	–	0.02%	66
2018 Q3	$57K	Sell	512 -146	-22%	-$16.3K	0.02%	89
2018 Q2	$74K	Sell	658 -204	-24%	-$22.9K	0.03%	58
2018 Q1	$97K	Hold	862	–	–	0.03%	56
2017 Q4	$98K	Sell	862 -26	-3%	-$2.96K	0.03%	56
2017 Q3	$101K	Sell	888 -364	-29%	-$41.4K	0.03%	55
2017 Q2	$142K	Buy	1,252 +412	+49%	+$46.7K	0.05%	40
2017 Q1	$96K	Buy	840 +490	+140%	+$56K	0.03%	49
2016 Q4	$40K	Sell	350 -250	-42%	-$28.6K	0.01%	61
2016 Q3	$70K	Hold	600	–	–	0.02%	47
2016 Q2	$70K	Buy	+600	New	+$70K	0.03%	47
2016 Q1	–	Sell	-10,902	Closed	-$1.2M	–	66
2015 Q4	$1.2M	Buy	10,902 +422	+4%	+$46.3K	0.41%	18
2015 Q3	$1.16M	Hold	10,480	–	–	0.42%	18
2015 Q2	$1.17M	Sell	10,480 -250	-2%	-$28K	0.4%	18
2015 Q1	$1.21M	Buy	10,730 +75	+0.7%	+$8.42K	0.4%	18
2014 Q4	$1.22M	Hold	10,655	–	–	0.41%	18
2014 Q3	$1.21M	Buy	10,655 +760	+8%	+$86K	0.44%	15
2014 Q2	$1.14M	Hold	9,895	–	–	0.42%	15
2014 Q1	$1.11M	Hold	9,895	–	–	0.44%	15
2013 Q4	$1.09M	Buy	9,895 +855	+9%	+$93.9K	0.43%	15
2013 Q3	$1.02M	Sell	9,040 -100	-1%	-$11.3K	0.45%	13
2013 Q2	$1.02M	Buy	+9,140	New	+$1.02M	0.48%	12