RDFA
Ritter Daniher Financial Advisory’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$21.4K | – | 326 |
|
|
2024
Q2 | $21.4K | Buy |
+200
| New | +$21.4K | 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% | -$132K | 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% | +$146K | 0.13% | 59 |
|
|
2021
Q1 | $30K | Sell |
242
-770
| -76% | -$95.5K | 0.02% | 114 |
|
|
2020
Q4 | $129K | Buy |
+1,012
| New | +$129K | 0.11% | 62 |
|