CPA
Cardiff Park Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
4,277
+24
| +0.6% | +$2.64K | 0.04% | 173 |
|
|
2025
Q1 | $473K | Sell |
4,253
-5
| -0.1% | -$556 | 0.05% | 164 |
|
|
2024
Q4 | $454K | Sell |
4,258
-2,917
| -41% | -$311K | 0.04% | 165 |
|
|
2024
Q3 | $793K | Sell |
7,175
-885
| -11% | -$97.8K | 0.07% | 114 |
|
|
2024
Q2 | $861K | Sell |
8,060
-439
| -5% | -$46.9K | 0.08% | 109 |
|
|
2024
Q1 | $913K | Hold |
8,499
| – | – | 0.09% | 108 |
|
|
2023
Q4 | $914K | Buy |
8,499
+2,173
| +34% | +$234K | 0.1% | 98 |
|
|
2023
Q3 | $656K | Buy |
6,326
+464
| +8% | +$48.1K | 0.08% | 117 |
|
|
2023
Q2 | $631K | Buy |
5,862
+160
| +3% | +$17.2K | 0.08% | 121 |
|
|
2023
Q1 | $629K | Sell |
5,702
-2,979
| -34% | -$328K | 0.08% | 119 |
|
|
2022
Q4 | $924K | Buy |
8,681
+10
| +0.1% | +$1.06K | 0.13% | 95 |
|
|
2022
Q3 | $910K | Buy |
8,671
+142
| +2% | +$14.9K | 0.14% | 90 |
|
|
2022
Q2 | $972K | Buy |
8,529
+130
| +2% | +$14.8K | 0.15% | 83 |
|
|
2022
Q1 | $1.05M | Buy |
8,399
+26
| +0.3% | +$3.24K | 0.15% | 73 |
|
|
2021
Q4 | $1.08M | Buy |
+8,373
| New | +$1.08M | 0.14% | 71 |
|