GFPC
Global Financial Private Client’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$1.56K | – | 1459 |
|
|
2025
Q1 | $1.56K | Hold |
14
| – | – | ﹤0.01% | 938 |
|
|
2024
Q4 | $1.49K | Hold |
14
| – | – | ﹤0.01% | 745 |
|
|
2024
Q3 | $1.55K | Hold |
14
| – | – | ﹤0.01% | 738 |
|
|
2024
Q2 | $1.5K | Sell |
14
-81
| -85% | -$8.65K | ﹤0.01% | 595 |
|
|
2024
Q1 | $10.1K | Sell |
95
-217
| -70% | -$23.1K | ﹤0.01% | 459 |
|
|
2023
Q4 | $33.6K | Sell |
312
-4,475
| -93% | -$482K | 0.02% | 333 |
|
|
2023
Q3 | $493K | Sell |
4,787
-165
| -3% | -$17K | 0.25% | 94 |
|
|
2023
Q2 | $530K | Sell |
4,952
-525
| -10% | -$56.2K | 0.26% | 91 |
|
|
2023
Q1 | $604K | Sell |
5,477
-9,841
| -64% | -$1.09M | 0.31% | 77 |
|
|
2022
Q4 | $1.63M | Sell |
15,318
-4,532
| -23% | -$482K | 0.91% | 26 |
|
|
2022
Q3 | $2.11M | Sell |
19,850
-783
| -4% | -$83.2K | 1.21% | 16 |
|
|
2022
Q2 | $2.38M | Sell |
20,633
-622
| -3% | -$71.6K | 1.34% | 17 |
|
|
2022
Q1 | $2.62M | Sell |
21,255
-3,855
| -15% | -$475K | 1.27% | 19 |
|
|
2021
Q4 | $3.24M | Buy |
25,110
+2,000
| +9% | +$258K | 1.57% | 16 |
|
|
2021
Q3 | $2.95M | Buy |
23,110
+7,019
| +44% | +$897K | 1.52% | 17 |
|
|
2021
Q2 | $2.05M | Buy |
16,091
+1,771
| +12% | +$225K | 1.14% | 18 |
|
|
2021
Q1 | $1.8M | Buy |
14,320
+755
| +6% | +$94.8K | 1.29% | 19 |
|
|
2020
Q4 | $1.73M | Buy |
13,565
+127
| +0.9% | +$16.2K | 1.37% | 18 |
|
|
2020
Q3 | $1.69M | Buy |
13,438
+1,913
| +17% | +$241K | 1.47% | 18 |
|
|
2020
Q2 | $1.42M | Buy |
11,525
+2,913
| +34% | +$359K | 1.23% | 19 |
|
|
2020
Q1 | $1.02M | Buy |
8,612
+3
| +0% | +$355 | 1.08% | 19 |
|
|
2019
Q4 | $1M | Buy |
+8,609
| New | +$1M | 0.84% | 22 |
|