Ritter Daniher Financial Advisory’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
2024
Q3
Sell
-200
Closed -$21.4K 326
2024
Q2
$21.4K Buy
+200
New +$21.3K 0.01% 195
2023
Q4
Sell
-242
Closed -$25.1K 371
2023
Q3
$25.1K Hold
242
0.01% 176
2023
Q2
$26K Hold
242
0.01% 168
2023
Q1
$26.6K Hold
242
0.01% 165
2022
Q4
$25.7K Hold
242
0.01% 176
2022
Q3
$25K Hold
242
0.02% 142
2022
Q2
$28K Sell
242
-1,140
-82% -$135K 0.02% 133
2022
Q1
$172K Hold
1,382
0.12% 63
2021
Q4
$178K Hold
1,382
0.12% 61
2021
Q3
$176K Hold
1,382
0.13% 61
2021
Q2
$177K Buy
1,382
+1,140
+471% +$145K 0.13% 59
2021
Q1
$30K Sell
242
-770
-76% -$97.5K 0.02% 114
2020
Q4
$129K Buy
+1,012
New +$128K 0.11% 62

Other funds holding TIP