GFWA
Grey Fox Wealth 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 | $1.27M | Sell |
11,541
-15
| -0.1% | -$1.65K | 0.3% | 53 |
|
|
2025
Q1 | $1.28M | Buy |
11,556
+98
| +0.9% | +$10.9K | 0.34% | 45 |
|
|
2024
Q4 | $1.22M | Sell |
11,458
-14
| -0.1% | -$1.49K | 0.33% | 46 |
|
|
2024
Q3 | $1.27M | Sell |
11,472
-331
| -3% | -$36.6K | 0.35% | 44 |
|
|
2024
Q2 | $1.26M | Sell |
11,803
-1,226
| -9% | -$131K | 0.44% | 36 |
|
|
2024
Q1 | $1.4M | Sell |
13,029
-740
| -5% | -$79.5K | 0.53% | 34 |
|
|
2023
Q4 | $1.48M | Sell |
13,769
-2,532
| -16% | -$272K | 0.64% | 32 |
|
|
2023
Q3 | $1.69M | Buy |
16,301
+1,727
| +12% | +$179K | 0.85% | 31 |
|
|
2023
Q2 | $1.57M | Buy |
14,574
+92
| +0.6% | +$9.9K | 0.81% | 31 |
|
|
2023
Q1 | $1.6M | Buy |
14,482
+299
| +2% | +$33K | 0.94% | 26 |
|
|
2022
Q4 | $1.51M | Buy |
+14,183
| New | +$1.51M | 1% | 24 |
|