IAA
Independent Advisor Alliance’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,011
| Closed | -$1.17M | – | 1318 |
|
|
2024
Q4 | $1.17M | Buy |
+11,011
| New | +$1.17M | 0.02% | 682 |
|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$383K | – | 618 |
|
|
2020
Q4 | $383K | Buy |
+3,000
| New | +$383K | 0.03% | 398 |
|
|
2020
Q1 | – | Sell |
-91,454
| Closed | -$10.7M | – | 795 |
|
|
2019
Q4 | $10.7M | Buy |
+91,454
| New | +$10.7M | 0.47% | 45 |
|
|
2017
Q2 | – | Sell |
-16,930
| Closed | -$1.95M | – | 385 |
|
|
2017
Q1 | $1.95M | Buy |
+16,930
| New | +$1.95M | 0.31% | 90 |
|