LFG
Larson Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
19,408
-1,604
| -8% | -$177K | 0.09% | 203 |
|
|
2025
Q1 | $2.33M | Sell |
21,012
-1,112
| -5% | -$124K | 0.11% | 165 |
|
|
2024
Q4 | $2.36M | Sell |
22,124
-2,756
| -11% | -$294K | 0.12% | 146 |
|
|
2024
Q3 | $2.75M | Sell |
24,880
-2,412
| -9% | -$266K | 0.16% | 121 |
|
|
2024
Q2 | $2.91M | Sell |
27,292
-6,255
| -19% | -$668K | 0.2% | 92 |
|
|
2024
Q1 | $3.6M | Sell |
33,547
-2,863
| -8% | -$308K | 0.28% | 75 |
|
|
2023
Q4 | $3.91M | Sell |
36,410
-15,466
| -30% | -$1.66M | 0.34% | 58 |
|
|
2023
Q3 | $5.38M | Sell |
51,876
-4,952
| -9% | -$514K | 0.53% | 40 |
|
|
2023
Q2 | $6.12M | Buy |
56,828
+455
| +0.8% | +$49K | 0.61% | 37 |
|
|
2023
Q1 | $6.22M | Sell |
56,373
-116
| -0.2% | -$12.8K | 0.68% | 32 |
|
|
2022
Q4 | $6.01M | Buy |
56,489
+51,774
| +1,098% | +$5.51M | 0.72% | 33 |
|
|
2022
Q3 | $495K | Buy |
4,715
+1,337
| +40% | +$140K | 0.07% | 169 |
|
|
2022
Q2 | $385K | Sell |
3,378
-57
| -2% | -$6.5K | 0.07% | 120 |
|
|
2022
Q1 | $428K | Sell |
3,435
-998
| -23% | -$124K | 0.07% | 126 |
|
|
2021
Q4 | $573K | Buy |
4,433
+2,464
| +125% | +$318K | 0.09% | 99 |
|
|
2021
Q3 | $251K | Buy |
1,969
+464
| +31% | +$59.1K | 0.05% | 128 |
|
|
2021
Q2 | $193K | Sell |
1,505
-87
| -5% | -$11.2K | 0.04% | 133 |
|
|
2021
Q1 | $200K | Sell |
1,592
-270
| -15% | -$33.9K | 0.06% | 110 |
|
|
2020
Q4 | $238K | Sell |
1,862
-10
| -0.5% | -$1.28K | 0.08% | 84 |
|
|
2020
Q3 | $237K | Buy |
1,872
+166
| +10% | +$21K | 0.1% | 80 |
|
|
2020
Q2 | $210K | Buy |
1,706
+31
| +2% | +$3.82K | 0.1% | 89 |
|
|
2020
Q1 | $197K | Sell |
1,675
-203
| -11% | -$23.9K | 0.12% | 78 |
|
|
2019
Q4 | $219K | Buy |
1,878
+180
| +11% | +$21K | 0.13% | 75 |
|
|
2019
Q3 | $197K | Sell |
1,698
-213
| -11% | -$24.7K | 0.13% | 75 |
|
|
2019
Q2 | $221K | Sell |
1,911
-262
| -12% | -$30.3K | 0.16% | 55 |
|
|
2019
Q1 | $246K | Buy |
2,173
+18
| +0.8% | +$2.04K | 0.19% | 49 |
|
|
2018
Q4 | $236K | Buy |
+2,155
| New | +$236K | 0.22% | 48 |
|
|
2018
Q1 | – | Sell |
-12,149
| Closed | -$1.39M | – | 68 |
|
|
2017
Q4 | $1.39M | Buy |
+12,149
| New | +$1.39M | 1.16% | 19 |
|