MFT
Moisand Fitzgerald Tamayo’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Hold |
151
| – | – | ﹤0.01% | 292 |
|
|
2025
Q1 | $16.8K | Hold |
151
| – | – | ﹤0.01% | 286 |
|
|
2024
Q4 | $16.1K | Hold |
151
| – | – | ﹤0.01% | 283 |
|
|
2024
Q3 | $16.7K | Hold |
151
| – | – | ﹤0.01% | 295 |
|
|
2024
Q2 | $16.1K | Hold |
151
| – | – | ﹤0.01% | 268 |
|
|
2024
Q1 | $16.2K | Sell |
151
-120
| -44% | -$12.9K | ﹤0.01% | 270 |
|
|
2023
Q4 | $29.1K | Sell |
271
-220
| -45% | -$23.6K | 0.01% | 220 |
|
|
2023
Q3 | $50.9K | Buy |
491
+17
| +4% | +$1.76K | 0.01% | 173 |
|
|
2023
Q2 | $51K | Hold |
474
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $52.3K | Hold |
474
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $50.5K | Hold |
474
| – | – | 0.01% | 169 |
|
|
2022
Q3 | $50K | Hold |
474
| – | – | 0.01% | 161 |
|
|
2022
Q2 | $54K | Hold |
474
| – | – | 0.01% | 151 |
|
|
2022
Q1 | $59K | Hold |
474
| – | – | 0.03% | 98 |
|
|
2021
Q4 | $61K | Hold |
474
| – | – | 0.02% | 136 |
|
|
2021
Q3 | $61K | Hold |
474
| – | – | 0.02% | 134 |
|
|
2021
Q2 | $61K | Hold |
474
| – | – | 0.02% | 136 |
|
|
2021
Q1 | $59K | Hold |
474
| – | – | 0.03% | 120 |
|
|
2020
Q4 | $61K | Hold |
474
| – | – | 0.03% | 120 |
|
|
2020
Q3 | $60K | Hold |
474
| – | – | 0.03% | 113 |
|
|
2020
Q2 | $58K | Hold |
474
| – | – | 0.03% | 112 |
|
|
2020
Q1 | $56K | Hold |
474
| – | – | 0.04% | 107 |
|
|
2019
Q4 | $55K | Hold |
474
| – | – | 0.03% | 115 |
|
|
2019
Q3 | $55K | Hold |
474
| – | – | 0.03% | 113 |
|
|
2019
Q2 | $55K | Hold |
474
| – | – | 0.03% | 112 |
|
|
2019
Q1 | $54K | Hold |
474
| – | – | 0.03% | 113 |
|
|
2018
Q4 | $52K | Sell |
474
-190
| -29% | -$20.8K | 0.03% | 108 |
|
|
2018
Q3 | $73K | Hold |
664
| – | – | 0.04% | 110 |
|
|
2018
Q2 | $75K | Hold |
664
| – | – | 0.04% | 107 |
|
|
2018
Q1 | $75K | Hold |
664
| – | – | 0.04% | 110 |
|
|
2017
Q4 | $76K | Hold |
664
| – | – | 0.04% | 98 |
|
|
2017
Q3 | $75K | Buy |
+664
| New | +$75K | 0.05% | 101 |
|
|
2016
Q2 | – | Sell |
-817
| Closed | -$94K | – | 186 |
|
|
2016
Q1 | $94K | Sell |
817
-87
| -10% | -$10K | 0.08% | 74 |
|
|
2015
Q4 | $99K | Buy |
+904
| New | +$99K | 0.09% | 69 |
|