FFG Retirement Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-15,856
| Closed | -$1.75M | – | 47 |
|
2024
Q3 | $1.75M | Sell |
15,856
-2,405
| -13% | -$266K | 1.14% | 29 |
|
2024
Q2 | $1.95M | Buy |
18,261
+293
| +2% | +$31.3K | 1.36% | 28 |
|
2024
Q1 | $1.93M | Buy |
17,968
+2,893
| +19% | +$311K | 1.36% | 26 |
|
2023
Q4 | $1.62M | Sell |
15,075
-1,734
| -10% | -$186K | 1.25% | 24 |
|
2023
Q3 | $1.74M | Buy |
+16,809
| New | +$1.74M | 1.45% | 24 |
|