RPG
Resource Planning Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $208K | Sell |
1,936
-401
| -17% | -$43.1K | 0.13% | 71 |
|
|
2023
Q3 | $242K | Sell |
2,337
-191
| -8% | -$19.8K | 0.21% | 56 |
|
|
2023
Q2 | $272K | Sell |
2,528
-80
| -3% | -$8.61K | 0.22% | 53 |
|
|
2023
Q1 | $287K | Sell |
2,608
-734
| -22% | -$80.9K | 0.23% | 50 |
|
|
2022
Q4 | $356K | Sell |
3,342
-8,764
| -72% | -$933K | 0.28% | 50 |
|
|
2022
Q3 | $1.27M | Buy |
12,106
+52
| +0.4% | +$5.46K | 1.1% | 21 |
|
|
2022
Q2 | $1.37M | Sell |
12,054
-2,775
| -19% | -$316K | 1.14% | 19 |
|
|
2022
Q1 | $1.85M | Sell |
14,829
-595
| -4% | -$74.1K | 1.33% | 18 |
|
|
2021
Q4 | $1.99M | Sell |
15,424
-199
| -1% | -$25.7K | 1.34% | 14 |
|
|
2021
Q3 | $2M | Sell |
15,623
-98
| -0.6% | -$12.5K | 1.25% | 15 |
|
|
2021
Q2 | $2.01M | Buy |
15,721
+2,241
| +17% | +$287K | 1.16% | 15 |
|
|
2021
Q1 | $1.69M | Sell |
13,480
-279
| -2% | -$35K | 1.11% | 16 |
|
|
2020
Q4 | $1.76M | Sell |
13,759
-8
| -0.1% | -$1.02K | 1.25% | 15 |
|
|
2020
Q3 | $1.74M | Sell |
13,767
-2,659
| -16% | -$336K | 1.32% | 15 |
|
|
2020
Q2 | $2.02M | Sell |
16,426
-294
| -2% | -$36.2K | 1.51% | 13 |
|
|
2020
Q1 | $1.97M | Sell |
16,720
-9,996
| -37% | -$1.18M | 1.72% | 12 |
|
|
2019
Q4 | $3.11M | Sell |
26,716
-3,776
| -12% | -$440K | 1.78% | 13 |
|
|
2019
Q3 | $3.55M | Sell |
30,492
-1,724
| -5% | -$200K | 2.07% | 12 |
|
|
2019
Q2 | $3.72M | Sell |
32,216
-2,784
| -8% | -$322K | 2.19% | 12 |
|
|
2019
Q1 | $3.96M | Sell |
35,000
-817
| -2% | -$92.4K | 2.61% | 10 |
|
|
2018
Q4 | $3.92M | Buy |
35,817
+33,171
| +1,254% | +$3.63M | 2.93% | 8 |
|
|
2018
Q3 | $293K | Buy |
+2,646
| New | +$293K | 0.23% | 32 |
|