LA
Latitude Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
4,387
-321
| -7% | -$35.3K | 0.24% | 96 |
|
|
2025
Q1 | $523K | Sell |
4,708
-499
| -10% | -$55.4K | 0.3% | 83 |
|
|
2024
Q4 | $555K | Sell |
5,207
-4,185
| -45% | -$446K | 0.31% | 78 |
|
|
2024
Q3 | $1.04M | Sell |
9,392
-1,647
| -15% | -$182K | 0.59% | 42 |
|
|
2024
Q2 | $1.18M | Sell |
11,039
-554
| -5% | -$59.2K | 0.72% | 28 |
|
|
2024
Q1 | $1.25M | Buy |
11,593
+1,856
| +19% | +$199K | 0.78% | 25 |
|
|
2023
Q4 | $1.05M | Buy |
+9,737
| New | +$1.05M | 0.74% | 30 |
|
|
2022
Q2 | – | Sell |
-4,463
| Closed | -$556K | – | 302 |
|
|
2022
Q1 | $556K | Sell |
4,463
-600
| -12% | -$74.7K | 0.13% | 165 |
|
|
2021
Q4 | $654K | Buy |
5,063
+1,289
| +34% | +$167K | 0.18% | 120 |
|
|
2021
Q3 | $482K | Buy |
+3,774
| New | +$482K | 0.15% | 140 |
|