GJIA
Glass Jacobson Investment 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 | $248K | Sell |
2,258
-7,921
| -78% | -$871K | 0.1% | 167 |
|
|
2025
Q1 | $1.08M | Hold |
10,179
| – | – | 0.36% | 86 |
|
|
2024
Q4 | $1.08M | Sell |
10,179
-881
| -8% | -$93.9K | 0.36% | 86 |
|
|
2024
Q3 | $1.22M | Sell |
11,060
-157
| -1% | -$17.3K | 0.41% | 79 |
|
|
2024
Q2 | $1.2M | Buy |
11,217
+59
| +0.5% | +$6.3K | 0.44% | 70 |
|
|
2024
Q1 | $1.2M | Sell |
11,158
-793
| -7% | -$85.2K | 0.45% | 70 |
|
|
2023
Q4 | $1.28M | Sell |
11,951
-1,260
| -10% | -$135K | 0.52% | 60 |
|
|
2023
Q3 | $1.37M | Sell |
13,211
-5,004
| -27% | -$519K | 0.63% | 47 |
|
|
2023
Q2 | $1.96M | Buy |
+18,215
| New | +$1.96M | 0.9% | 26 |
|
|
2022
Q4 | $3.99M | Buy |
+37,456
| New | +$3.99M | 1.98% | 2 |
|