CCFM
Clear Creek Financial Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,518
| Closed | -$270K | – | 433 |
|
|
2023
Q4 | $270K | Buy |
+2,518
| New | +$270K | 0.04% | 273 |
|
|
2023
Q1 | – | Sell |
-2,105
| Closed | -$224K | – | 328 |
|
|
2022
Q4 | $224K | Sell |
2,105
-302
| -13% | -$32.1K | 0.05% | 253 |
|
|
2022
Q3 | $252K | Sell |
2,407
-4,048
| -63% | -$424K | 0.06% | 218 |
|
|
2022
Q2 | $735K | Buy |
6,455
+587
| +10% | +$66.8K | 0.15% | 122 |
|
|
2022
Q1 | $728K | Buy |
5,868
+1,305
| +29% | +$162K | 0.11% | 150 |
|
|
2021
Q4 | $585K | Buy |
4,563
+651
| +17% | +$83.5K | 0.09% | 172 |
|
|
2021
Q3 | $491K | Buy |
3,912
+419
| +12% | +$52.6K | 0.08% | 187 |
|
|
2021
Q2 | $439K | Buy |
+3,493
| New | +$439K | 0.07% | 192 |
|
|
2021
Q1 | – | Sell |
-2,697
| Closed | -$336K | – | 236 |
|
|
2020
Q4 | $336K | Sell |
2,697
-4,729
| -64% | -$589K | 0.06% | 226 |
|
|
2020
Q3 | $940K | Buy |
+7,426
| New | +$940K | 0.04% | 68 |
|