LFA
LifeGuide Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,881
| Closed | -$200K | – | 42 |
|
|
2024
Q4 | $200K | Buy |
+1,881
| New | +$200K | 0.09% | 41 |
|
|
2024
Q2 | – | Sell |
-6,384
| Closed | -$686K | – | 42 |
|
|
2024
Q1 | $686K | Sell |
6,384
-4,334
| -40% | -$466K | 0.35% | 26 |
|
|
2023
Q4 | $1.15M | Buy |
+10,718
| New | +$1.15M | 0.61% | 19 |
|
|
2022
Q3 | – | Sell |
-5,643
| Closed | -$643K | – | 27 |
|
|
2022
Q2 | $643K | Sell |
5,643
-143,048
| -96% | -$16.3M | 0.59% | 14 |
|
|
2022
Q1 | $18.5M | Sell |
148,691
-114,802
| -44% | -$14.3M | 14.3% | 3 |
|
|
2021
Q4 | $34M | Buy |
+263,493
| New | +$34M | 25.39% | 2 |
|