RPGK
Retirement Planning Group (Kansas)’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,147
| Closed | -$641K | – | 131 |
|
|
2022
Q1 | $641K | Hold |
5,147
| – | – | 0.07% | 65 |
|
|
2021
Q4 | $665K | Hold |
5,147
| – | – | 0.06% | 63 |
|
|
2021
Q3 | $657K | Hold |
5,147
| – | – | 0.07% | 51 |
|
|
2021
Q2 | $659K | Buy |
+5,147
| New | +$659K | 0.08% | 56 |
|
|
2021
Q1 | – | Sell |
-2,157
| Closed | -$275K | – | 64 |
|
|
2020
Q4 | $275K | Hold |
2,157
| – | – | 0.04% | 53 |
|
|
2020
Q3 | $273K | Hold |
2,157
| – | – | 0.04% | 52 |
|
|
2020
Q2 | $265K | Hold |
2,157
| – | – | 0.05% | 53 |
|
|
2020
Q1 | $254K | Sell |
2,157
-147
| -6% | -$17.3K | 0.06% | 51 |
|
|
2019
Q4 | $269K | Buy |
2,304
+148
| +7% | +$17.3K | 0.05% | 64 |
|
|
2019
Q3 | $251K | Sell |
2,156
-1
| -0% | -$116 | 0.05% | 62 |
|
|
2019
Q2 | $249K | Sell |
2,157
-64
| -3% | -$7.39K | 0.06% | 60 |
|
|
2019
Q1 | $251K | Sell |
2,221
-13
| -0.6% | -$1.47K | 0.06% | 62 |
|
|
2018
Q4 | $245K | Sell |
2,234
-9
| -0.4% | -$987 | 0.07% | 60 |
|
|
2018
Q3 | $248K | Buy |
2,243
+87
| +4% | +$9.62K | 0.06% | 50 |
|
|
2018
Q2 | $243K | Hold |
2,156
| – | – | 0.07% | 49 |
|
|
2018
Q1 | $244K | Hold |
2,156
| – | – | 0.07% | 48 |
|
|
2017
Q4 | $246K | Hold |
2,156
| – | – | 0.07% | 46 |
|
|
2017
Q3 | $245K | Hold |
2,156
| – | – | 0.07% | 44 |
|
|
2017
Q2 | $245K | Hold |
2,156
| – | – | 0.07% | 44 |
|
|
2017
Q1 | $247K | Hold |
2,156
| – | – | 0.08% | 47 |
|
|
2016
Q4 | $244K | Hold |
2,156
| – | – | 0.08% | 45 |
|
|
2016
Q3 | $251K | Hold |
2,156
| – | – | 0.08% | 47 |
|
|
2016
Q2 | $252K | Hold |
2,156
| – | – | 0.09% | 47 |
|
|
2016
Q1 | $247K | Hold |
2,156
| – | – | 0.09% | 46 |
|
|
2015
Q4 | $236K | Hold |
2,156
| – | – | 0.09% | 49 |
|
|
2015
Q3 | $239K | Hold |
2,156
| – | – | 0.1% | 50 |
|
|
2015
Q2 | $242K | Hold |
2,156
| – | – | 0.1% | 53 |
|
|
2015
Q1 | $245K | Sell |
2,156
-54
| -2% | -$6.14K | 0.1% | 56 |
|
|
2014
Q4 | $248K | Sell |
2,210
-209
| -9% | -$23.5K | 0.08% | 57 |
|
|
2014
Q3 | $271K | Buy |
2,419
+198
| +9% | +$22.2K | 0.08% | 55 |
|
|
2014
Q2 | $256K | Hold |
2,221
| – | – | 0.08% | 60 |
|
|
2014
Q1 | $249K | Sell |
2,221
-1,252
| -36% | -$140K | 0.08% | 60 |
|
|
2013
Q4 | $382K | Sell |
3,473
-1,550
| -31% | -$170K | 0.14% | 55 |
|
|
2013
Q3 | $565K | Sell |
5,023
-32,926
| -87% | -$3.7M | 0.2% | 44 |
|
|
2013
Q2 | $4.25M | Buy |
+37,949
| New | +$4.25M | 1.75% | 15 |
|