IA
IFG Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,429
| Closed | -$356K | – | 125 |
|
|
2023
Q3 | $356K | Sell |
3,429
-117
| -3% | -$12.1K | 0.13% | 82 |
|
|
2023
Q2 | $382K | Sell |
3,546
-52
| -1% | -$5.6K | 0.14% | 81 |
|
|
2023
Q1 | $397K | Buy |
3,598
+68
| +2% | +$7.5K | 0.16% | 76 |
|
|
2022
Q4 | $376K | Sell |
3,530
-863
| -20% | -$91.8K | 0.16% | 78 |
|
|
2022
Q3 | $461K | Sell |
4,393
-682
| -13% | -$71.6K | 0.23% | 58 |
|
|
2022
Q2 | $578K | Sell |
5,075
-215
| -4% | -$24.5K | 0.29% | 48 |
|
|
2022
Q1 | $659K | Buy |
5,290
+27
| +0.5% | +$3.36K | 0.29% | 50 |
|
|
2021
Q4 | $680K | Sell |
5,263
-86
| -2% | -$11.1K | 0.29% | 52 |
|
|
2021
Q3 | $683K | Sell |
5,349
-567
| -10% | -$72.4K | 0.31% | 45 |
|
|
2021
Q2 | $757K | Buy |
5,916
+127
| +2% | +$16.3K | 0.36% | 41 |
|
|
2021
Q1 | $727K | Buy |
5,789
+1,175
| +25% | +$148K | 0.4% | 35 |
|
|
2020
Q4 | $589K | Sell |
4,614
-74
| -2% | -$9.45K | 0.36% | 40 |
|
|
2020
Q3 | $593K | Sell |
4,688
-607
| -11% | -$76.8K | 0.42% | 36 |
|
|
2020
Q2 | $651K | Buy |
5,295
+84
| +2% | +$10.3K | 0.51% | 25 |
|
|
2020
Q1 | $614K | Buy |
5,211
+78
| +2% | +$9.19K | 0.61% | 23 |
|
|
2019
Q4 | $598K | Sell |
5,133
-743
| -13% | -$86.6K | 0.49% | 25 |
|
|
2019
Q3 | $683K | Buy |
+5,876
| New | +$683K | 0.64% | 21 |
|