FA
Fiducient 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 | $1.51M | Buy |
13,725
+92
| +0.7% | +$10.1K | 0.18% | 63 |
|
|
2025
Q1 | $1.51M | Buy |
13,633
+1,077
| +9% | +$120K | 0.19% | 59 |
|
|
2024
Q4 | $1.34M | Buy |
12,556
+958
| +8% | +$102K | 0.17% | 57 |
|
|
2024
Q3 | $1.28M | Buy |
11,598
+661
| +6% | +$73K | 0.15% | 61 |
|
|
2024
Q2 | $1.17M | Buy |
+10,937
| New | +$1.17M | 0.16% | 57 |
|
|
2024
Q1 | – | Sell |
-2,887
| Closed | -$310K | – | 145 |
|
|
2023
Q4 | $310K | Sell |
2,887
-99
| -3% | -$10.6K | 0.06% | 99 |
|
|
2023
Q3 | $310K | Sell |
2,986
-370
| -11% | -$38.4K | 0.02% | 88 |
|
|
2023
Q2 | $361K | Buy |
3,356
+58
| +2% | +$6.24K | 0.11% | 41 |
|
|
2023
Q1 | $364K | Buy |
+3,298
| New | +$364K | 0.12% | 37 |
|