JIP
Jaffetilchin Investment Partners’s iShares TIPS Bond ETF TIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $679K | Sell |
6,169
-304
| -5% | -$33.5K | 0.04% | 219 |
|
2025
Q1 | $719K | Sell |
6,473
-100
| -2% | -$11.1K | 0.05% | 205 |
|
2024
Q4 | $700K | Sell |
6,573
-273
| -4% | -$29.1K | 0.05% | 195 |
|
2024
Q3 | $756K | Hold |
6,846
| – | – | 0.06% | 177 |
|
2024
Q2 | $731K | Sell |
6,846
-121
| -2% | -$12.9K | 0.06% | 169 |
|
2024
Q1 | $748K | Sell |
6,967
-43,090
| -86% | -$4.63M | 0.07% | 165 |
|
2023
Q4 | $5.38M | Sell |
50,057
-13,499
| -21% | -$1.45M | 0.52% | 38 |
|
2023
Q3 | $6.59M | Sell |
63,556
-522
| -0.8% | -$54.1K | 0.73% | 34 |
|
2023
Q2 | $6.9M | Buy |
64,078
+6,096
| +11% | +$656K | 0.73% | 33 |
|
2023
Q1 | $6.39M | Buy |
57,982
+14,206
| +32% | +$1.57M | 0.73% | 33 |
|
2022
Q4 | $4.66M | Sell |
43,776
-58,998
| -57% | -$6.28M | 0.57% | 42 |
|
2022
Q3 | $10.8M | Buy |
102,774
+4,598
| +5% | +$482K | 1.38% | 17 |
|
2022
Q2 | $11.2M | Sell |
98,176
-12,036
| -11% | -$1.37M | 1.32% | 18 |
|
2022
Q1 | $13M | Sell |
110,212
-150,261
| -58% | -$17.7M | 1.53% | 16 |
|
2021
Q4 | $33.7M | Buy |
260,473
+38,968
| +18% | +$5.03M | 3.18% | 7 |
|
2021
Q3 | $28.3M | Sell |
221,505
-130,611
| -37% | -$16.7M | 3.01% | 7 |
|
2021
Q2 | $45M | Buy |
352,116
+189,648
| +117% | +$24.2M | 3.11% | 7 |
|
2021
Q1 | $20.4M | Buy |
162,468
+8,241
| +5% | +$1.03M | 2.4% | 9 |
|
2020
Q4 | $19.7M | Buy |
154,227
+12,637
| +9% | +$1.61M | 2.79% | 10 |
|
2020
Q3 | $17.9M | Sell |
141,590
-15,805
| -10% | -$2M | 3.31% | 7 |
|
2020
Q2 | $19.4M | Buy |
157,395
+144,047
| +1,079% | +$17.7M | 4.27% | 8 |
|
2020
Q1 | $1.57M | Sell |
13,348
-122,098
| -90% | -$14.4M | 0.56% | 30 |
|
2019
Q4 | $15.8M | Sell |
135,446
-1,751
| -1% | -$204K | 3.41% | 7 |
|
2019
Q3 | $16M | Buy |
137,197
+5,998
| +5% | +$698K | 3.81% | 5 |
|
2019
Q2 | $15.2M | Sell |
131,199
-28,168
| -18% | -$3.25M | 3.53% | 6 |
|
2019
Q1 | $18M | Buy |
159,367
+135,427
| +566% | +$15.3M | 4% | 4 |
|
2018
Q4 | $2.62M | Buy |
+23,940
| New | +$2.62M | 0.65% | 26 |
|
2018
Q3 | – | Sell |
-14,583
| Closed | -$1.65M | – | 339 |
|
2018
Q2 | $1.65M | Sell |
14,583
-1,159
| -7% | -$131K | 0.37% | 41 |
|
2018
Q1 | $1.78M | Buy |
+15,742
| New | +$1.78M | 0.4% | 36 |
|
2017
Q1 | – | Sell |
-3,509
| Closed | -$397K | – | 279 |
|
2016
Q4 | $397K | Buy |
+3,509
| New | +$397K | 0.12% | 146 |
|
2013
Q3 | – | Sell |
-14,896
| Closed | -$1.67M | – | 194 |
|
2013
Q2 | $1.67M | Buy |
+14,896
| New | +$1.67M | 1.16% | 22 |
|