Mark Sheptoff Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-816
| Closed | -$93K | – | 398 |
|
|
2022
Q2 | $93K | Hold |
816
| – | – | 0.05% | 118 |
|
|
2022
Q1 | $102K | Buy |
816
+800
| +5,000% | +$101K | 0.05% | 134 |
|
|
2021
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 371 |
|
|
2021
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 354 |
|
|
2020
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 304 |
|
|
2020
Q2 | $2K | Sell |
16
-312
| -95% | -$37.9K | ﹤0.01% | 333 |
|
|
2020
Q1 | $39K | Hold |
328
| – | – | 0.03% | 149 |
|
|
2019
Q4 | $38K | Hold |
328
| – | – | 0.02% | 168 |
|
|
2019
Q3 | $38K | Sell |
328
-165
| -33% | -$19.2K | 0.03% | 165 |
|
|
2019
Q2 | $57K | Hold |
493
| – | – | 0.04% | 147 |
|
|
2019
Q1 | $56K | Hold |
493
| – | – | 0.04% | 142 |
|
|
2018
Q4 | $54K | Hold |
493
| – | – | 0.04% | 129 |
|
|
2018
Q3 | $55K | Hold |
493
| – | – | 0.04% | 155 |
|
|
2018
Q2 | $56K | Buy |
493
+16
| +3% | +$1.8K | 0.04% | 150 |
|
|
2018
Q1 | $54K | Hold |
477
| – | – | 0.04% | 155 |
|
|
2017
Q4 | $54K | Hold |
477
| – | – | 0.04% | 170 |
|
|
2017
Q3 | $54K | Hold |
477
| – | – | 0.04% | 173 |
|
|
2017
Q2 | $54K | Sell |
477
-1
| -0.2% | -$114 | 0.04% | 170 |
|
|
2017
Q1 | $55K | Buy |
478
+1
| +0.2% | +$114 | 0.04% | 175 |
|
|
2016
Q4 | $54K | Hold |
477
| – | – | 0.04% | 170 |
|
|
2016
Q3 | $56K | Hold |
477
| – | – | 0.04% | 166 |
|
|
2016
Q2 | $56K | Hold |
477
| – | – | 0.04% | 153 |
|
|
2016
Q1 | $55K | Hold |
477
| – | – | 0.04% | 147 |
|
|
2015
Q4 | $52K | Hold |
477
| – | – | 0.04% | 164 |
|
|
2015
Q3 | $53K | Hold |
477
| – | – | 0.05% | 156 |
|
|
2015
Q2 | $53K | Hold |
477
| – | – | 0.04% | 168 |
|
|
2015
Q1 | $54K | Hold |
477
| – | – | 0.05% | 163 |
|
|
2014
Q4 | $53K | Hold |
477
| – | – | 0.05% | 164 |
|
|
2014
Q3 | $53K | Hold |
477
| – | – | 0.05% | 167 |
|
|
2014
Q2 | $55K | Hold |
477
| – | – | 0.05% | 172 |
|
|
2014
Q1 | $53K | Buy |
+477
| New | +$53.4K | 0.05% | 175 |
|
Other funds holding TIP
Mark Sheptoff Financial Planning's TIP Position: Q3 2022 in Review
Mark Sheptoff Financial Planning sold out of iShares TIPS Bond ETF (TIP) in Q3 2022, closing a stake of 816 shares — an estimated $93K sold.
Mark Sheptoff Financial Planning first reported a position in TIP in Q1 2014 and held it in 34 quarters. The position peaked at $102K in Q1 2022. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.
- Mark Sheptoff Financial Planning reported no remaining iShares TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 816 iShares TIPS Bond ETF shares in Q3 2022, an estimated $93K.
- Mark Sheptoff Financial Planning first reported a position in iShares TIPS Bond ETF in Q1 2014 and held it in 34 quarters.
- Mark Sheptoff Financial Planning's iShares TIPS Bond ETF position peaked at $102K in Q1 2022.
- 1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.
Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.