Legacy Financial Group (Iowa)’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
3,658
-1,161
| -24% | -$128K | 0.06% | 87 |
|
|
2025
Q1 | $535K | Sell |
4,819
-1,476
| -23% | -$164K | 0.08% | 70 |
|
|
2024
Q4 | $671K | Sell |
6,295
-4,506
| -42% | -$480K | 0.11% | 63 |
|
|
2024
Q3 | $1.19M | Sell |
10,801
-102,886
| -90% | -$11.4M | 0.23% | 41 |
|
|
2024
Q2 | $12.1M | Sell |
113,687
-479
| -0.4% | -$51.1K | 2.39% | 13 |
|
|
2024
Q1 | $12.3M | Buy |
114,166
+105,825
| +1,269% | +$11.4M | 2.48% | 13 |
|
|
2023
Q4 | $897K | Sell |
8,341
-104,646
| -93% | -$11.3M | 4.07% | 8 |
|
|
2023
Q3 | $11.7M | Buy |
112,987
+2,369
| +2% | +$246K | 2.76% | 13 |
|
|
2023
Q2 | $11.9M | Sell |
110,618
-15,625
| -12% | -$1.68M | 3.07% | 13 |
|
|
2023
Q1 | $13.9M | Sell |
126,243
-8,917
| -7% | -$983K | 3.81% | 9 |
|
|
2022
Q4 | $14.4M | Sell |
135,160
-6,944
| -5% | -$739K | 4.31% | 6 |
|
|
2022
Q3 | $14.9M | Buy |
142,104
+480
| +0.3% | +$50.4K | 4.98% | 7 |
|
|
2022
Q2 | $16.1M | Buy |
141,624
+545
| +0.4% | +$62.1K | 5.09% | 7 |
|
|
2022
Q1 | $17.6M | Buy |
141,079
+64,955
| +85% | +$8.09M | 5.15% | 7 |
|
|
2021
Q4 | $9.66M | Sell |
76,124
-51,784
| -40% | -$6.57M | 4.15% | 8 |
|
|
2021
Q3 | $16.3M | Buy |
127,908
+13,804
| +12% | +$1.76M | 4.89% | 6 |
|
|
2021
Q2 | $14.6M | Buy |
114,104
+23,150
| +25% | +$2.96M | 4.41% | 7 |
|
|
2021
Q1 | $11.4M | Buy |
90,954
+11,045
| +14% | +$1.39M | 3.97% | 7 |
|
|
2020
Q4 | $10.2M | Buy |
+79,909
| New | +$10.2M | 3.92% | 6 |
|