CIAS
CFS Investment Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
24,714
+1,208
| +5% | +$133K | 0.22% | 90 |
|
|
2025
Q1 | $2.61M | Buy |
23,506
+1,728
| +8% | +$192K | 0.23% | 87 |
|
|
2024
Q4 | $2.32M | Buy |
21,778
+2,903
| +15% | +$309K | 0.21% | 92 |
|
|
2024
Q3 | $2.09M | Sell |
18,875
-27,333
| -59% | -$3.02M | 0.18% | 99 |
|
|
2024
Q2 | $4.94M | Buy |
+46,208
| New | +$4.94M | 0.4% | 51 |
|
|
2023
Q4 | – | Sell |
-22,959
| Closed | -$2.38M | – | 167 |
|
|
2023
Q3 | $2.38M | Buy |
22,959
+19,098
| +495% | +$1.98M | 0.38% | 53 |
|
|
2023
Q2 | $416K | Buy |
3,861
+980
| +34% | +$106K | 0.05% | 180 |
|
|
2023
Q1 | $318K | Buy |
+2,881
| New | +$318K | 0.06% | 118 |
|
|
2022
Q3 | – | Sell |
-26,766
| Closed | -$3.05M | – | 354 |
|
|
2022
Q2 | $3.05M | Sell |
26,766
-1,089,007
| -98% | -$124M | 0.47% | 39 |
|
|
2022
Q1 | $9K | Buy |
1,115,773
+1,106,737
| +12,248% | +$8.93K | 0.04% | 166 |
|
|
2021
Q4 | $1.14M | Sell |
9,036
-9,134
| -50% | -$1.16M | 0.15% | 131 |
|
|
2021
Q3 | $2.32M | Buy |
+18,170
| New | +$2.32M | 0.32% | 69 |
|