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Kelleher Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Kelleher Financial Advisors’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$549K Hold
4,990
– – 0.19% 72
2025
Q1 		$554K Buy
+4,990
New +$554K 0.22% 62
2024
Q3 		– Sell
-4,990
Closed -$533K – 123
2024
Q2 		$533K Sell
4,990
-10
-0.2% -$1.07K 0.22% 62
2024
Q1 		$537K Hold
5,000
– – 0.22% 63
2023
Q4 		$537K Hold
5,000
– – 0.25% 58
2023
Q3 		$519K Hold
5,000
– – 0.27% 56
2023
Q2 		$538K Hold
5,000
– – 0.31% 59
2023
Q1 		$551K Hold
5,000
– – 0.36% 52
2022
Q4 		$532K Sell
5,000
-1,523
-23% -$162K 0.4% 50
2022
Q3 		$684K Hold
6,523
– – 0.49% 40
2022
Q2 		$743K Hold
6,523
– – 0.33% 56
2022
Q1 		$812K Buy
6,523
+4
+0.1% +$498 0.45% 43
2021
Q4 		$842K Hold
6,519
– – 0.45% 45
2021
Q3 		$832K Hold
6,519
– – 0.37% 61
2021
Q2 		$834K Hold
6,519
– – 0.47% 41
2021
Q1 		$818K Buy
6,519
+1,500
+30% +$188K 0.53% 42
2020
Q4 		$640K Sell
5,019
-1,500
-23% -$191K 0.48% 43
2020
Q3 		$824K Buy
6,519
+1,500
+30% +$190K 0.68% 35
2020
Q2 		$617K Buy
5,019
+19
+0.4% +$2.34K 0.59% 36
2020
Q1 		$589K Sell
5,000
-1,500
-23% -$177K 0.7% 31
2019
Q4 		$757K Buy
6,500
+1,500
+30% +$175K 0.76% 30
2019
Q3 		$581K Hold
5,000
– – 0.71% 33
2019
Q2 		$577K Buy
+5,000
New +$577K 0.71% 31
2018
Q4 		$547K Hold
5,000
– – 0.88% 29
2018
Q3 		$553K Hold
5,000
– – 0.72% 36
2018
Q2 		$564K Hold
5,000
– – 0.81% 34
2018
Q1 		$565K Hold
5,000
– – 0.77% 35
2017
Q4 		$570K Sell
5,000
-5
-0.1% -$570 0.9% 33
2017
Q3 		$568K Hold
5,005
– – 1.19% 26
2017
Q2 		$567K Hold
5,005
– – 1.09% 23
2017
Q1 		$573K Buy
5,005
+5
+0.1% +$572 1.22% 22
2016
Q4 		$565K Hold
5,000
– – 0.31% 71
2016
Q3 		$582K Hold
5,000
– – 0.33% 65
2016
Q2 		$583K Hold
5,000
– – 0.35% 65
2016
Q1 		$573K Hold
5,000
– – 0.32% 76
2015
Q4 		$548K Hold
5,000
– – 0.37% 65
2015
Q3 		$553K Hold
5,000
– – 0.37% 63
2015
Q2 		$560K Hold
5,000
– – 0.32% 66
2015
Q1 		$567K Hold
5,000
– – 0.31% 62
2014
Q4 		$560K Hold
5,000
– – 0.3% 64
2014
Q3 		$565K Hold
5,000
– – 0.31% 66
2014
Q2 		$577K Hold
5,000
– – 0.3% 63
2014
Q1 		$560K Hold
5,000
– – 0.3% 62
2013
Q4 		$550K Hold
5,000
– – 0.28% 64
2013
Q3 		$563K Hold
5,000
– – 0.32% 57
2013
Q2 		$560K Buy
+5,000
New +$560K 0.34% 57