SIA
Schechter Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.74M | Sell |
60,628
-1,551
| -2% | -$172K | 0.55% | 33 |
|
|
2024
Q4 | $6.63M | Buy |
62,179
+171
| +0.3% | +$18.2K | 0.51% | 40 |
|
|
2024
Q3 | $6.85M | Buy |
62,008
+232
| +0.4% | +$25.6K | 0.5% | 39 |
|
|
2024
Q2 | $6.6M | Buy |
61,776
+740
| +1% | +$79K | 0.5% | 38 |
|
|
2024
Q1 | $6.56M | Buy |
61,036
+49
| +0.1% | +$5.26K | 0.49% | 37 |
|
|
2023
Q4 | $6.56M | Buy |
60,987
+930
| +2% | +$100K | 0.57% | 34 |
|
|
2023
Q3 | $6.23M | Buy |
60,057
+830
| +1% | +$86.1K | 0.6% | 31 |
|
|
2023
Q2 | $6.37M | Buy |
59,227
+742
| +1% | +$79.9K | 0.57% | 31 |
|
|
2023
Q1 | $6.45M | Buy |
58,485
+5,616
| +11% | +$619K | 0.6% | 29 |
|
|
2022
Q4 | $5.63M | Sell |
52,869
-5,864
| -10% | -$624K | 0.51% | 25 |
|
|
2022
Q3 | $6.16M | Sell |
58,733
-730
| -1% | -$76.6K | 0.61% | 18 |
|
|
2022
Q2 | $6.77M | Sell |
59,463
-144
| -0.2% | -$16.4K | 0.66% | 16 |
|
|
2022
Q1 | $7.43M | Sell |
59,607
-10,482
| -15% | -$1.31M | 0.69% | 14 |
|
|
2021
Q4 | $9.06M | Buy |
+70,089
| New | +$9.06M | 0.82% | 14 |
|