RFA
RTD Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
127,659
-2,903
| -2% | -$319K | 1.8% | 15 |
|
|
2025
Q1 | $14.5M | Buy |
130,562
+4,248
| +3% | +$472K | 1.95% | 13 |
|
|
2024
Q4 | $13.5M | Buy |
126,314
+2,608
| +2% | +$278K | 1.73% | 17 |
|
|
2024
Q3 | $13.7M | Buy |
123,706
+6,541
| +6% | +$723K | 1.73% | 17 |
|
|
2024
Q2 | $12.5M | Buy |
117,165
+3,394
| +3% | +$362K | 1.68% | 16 |
|
|
2024
Q1 | $12.2M | Buy |
113,771
+3,337
| +3% | +$358K | 1.64% | 17 |
|
|
2023
Q4 | $11.9M | Sell |
110,434
-3,266
| -3% | -$351K | 1.67% | 16 |
|
|
2023
Q3 | $11.8M | Buy |
113,700
+2,268
| +2% | +$235K | 1.8% | 14 |
|
|
2023
Q2 | $12M | Buy |
111,432
+5,149
| +5% | +$554K | 1.74% | 15 |
|
|
2023
Q1 | $11.7M | Buy |
106,283
+6,868
| +7% | +$757K | 1.81% | 14 |
|
|
2022
Q4 | $10.6M | Buy |
99,415
+23,566
| +31% | +$2.51M | 1.73% | 16 |
|
|
2022
Q3 | $7.96M | Sell |
75,849
-30,935
| -29% | -$3.25M | 1.47% | 18 |
|
|
2022
Q2 | $12.2M | Sell |
106,784
-50,177
| -32% | -$5.72M | 1.87% | 14 |
|
|
2022
Q1 | $19.6M | Buy |
156,961
+6,293
| +4% | +$784K | 2.64% | 10 |
|
|
2021
Q4 | $19.5M | Buy |
+150,668
| New | +$19.5M | 2.55% | 10 |
|