HHRDM
H&H Retirement Design & Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Buy |
72,508
+4,592
| +7% | +$505K | 4.38% | 3 |
|
|
2025
Q1 | $7.37M | Sell |
67,916
-745
| -1% | -$80.8K | 4.9% | 3 |
|
|
2024
Q4 | $7.48M | Sell |
68,661
-1,382
| -2% | -$151K | 4.54% | 3 |
|
|
2024
Q3 | $7.67M | Buy |
70,043
+5,118
| +8% | +$560K | 4.52% | 3 |
|
|
2024
Q2 | $6.96M | Buy |
64,925
+759
| +1% | +$81.3K | 4.3% | 3 |
|
|
2024
Q1 | $6.79M | Sell |
64,166
-15,690
| -20% | -$1.66M | 4.48% | 3 |
|
|
2023
Q4 | $8.5M | Sell |
79,856
-1,818
| -2% | -$194K | 5.36% | 3 |
|
|
2023
Q3 | $8.46M | Buy |
81,674
+1,435
| +2% | +$149K | 5.85% | 5 |
|
|
2023
Q2 | $8.64M | Sell |
80,239
-11,426
| -12% | -$1.23M | 5.74% | 5 |
|
|
2023
Q1 | $10.1M | Buy |
+91,665
| New | +$10.1M | 6.44% | 5 |
|