C1AG
Client 1st Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,284
| Closed | -$252K | – | 137 |
|
|
2024
Q3 | $252K | Sell |
2,284
-279
| -11% | -$30.8K | 0.1% | 108 |
|
|
2024
Q2 | $274K | Sell |
2,563
-215
| -8% | -$23K | 0.12% | 91 |
|
|
2024
Q1 | $298K | Buy |
2,778
+219
| +9% | +$23.5K | 0.13% | 86 |
|
|
2023
Q4 | $275K | Sell |
2,559
-59
| -2% | -$6.34K | 0.13% | 85 |
|
|
2023
Q3 | $272K | Buy |
+2,618
| New | +$272K | 0.14% | 82 |
|