NFP Retirement Inc’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.1M | Buy |
37,257
+25,057
| +205% | +$2.76M | 0.27% | 59 |
|
2025
Q1 | $1.36M | Buy |
12,200
+6,194
| +103% | +$688K | 0.11% | 99 |
|
2024
Q4 | $640K | Sell |
6,006
-105
| -2% | -$11.2K | 0.05% | 158 |
|
2024
Q3 | $675K | Buy |
6,111
+160
| +3% | +$17.7K | 0.05% | 156 |
|
2024
Q2 | $635K | Sell |
5,951
-1,480
| -20% | -$158K | 0.05% | 159 |
|
2024
Q1 | $798K | Buy |
7,431
+4,578
| +160% | +$492K | 0.07% | 135 |
|
2023
Q4 | $307K | Sell |
2,853
-4,390
| -61% | -$472K | 0.05% | 186 |
|
2023
Q3 | $751K | Sell |
7,243
-1,857
| -20% | -$193K | 0.14% | 111 |
|
2023
Q2 | $979K | Sell |
9,100
-823
| -8% | -$88.6K | 0.18% | 95 |
|
2023
Q1 | $1.09M | Sell |
9,923
-5,139
| -34% | -$567K | 0.22% | 90 |
|
2022
Q4 | $1.6M | Sell |
15,062
-7,089
| -32% | -$754K | 0.35% | 64 |
|
2022
Q3 | $2.32M | Buy |
22,151
+1,749
| +9% | +$183K | 0.57% | 50 |
|
2022
Q2 | $2.32M | Sell |
20,402
-3,552
| -15% | -$405K | 0.59% | 46 |
|
2022
Q1 | $2.98M | Buy |
23,954
+17,884
| +295% | +$2.23M | 0.71% | 41 |
|
2021
Q4 | $784K | Buy |
6,070
+728
| +14% | +$94.1K | 0.28% | 59 |
|
2021
Q3 | $682K | Buy |
+5,342
| New | +$682K | 0.28% | 57 |
|