SFS
Security Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,924
| Closed | -$207K | – | 193 |
|
|
2024
Q1 | $207K | Buy |
+1,924
| New | +$207K | 0.05% | 182 |
|
|
2022
Q4 | – | Sell |
-10,976
| Closed | -$1.15M | – | 142 |
|
|
2022
Q3 | $1.15M | Sell |
10,976
-3,055
| -22% | -$320K | 0.39% | 55 |
|
|
2022
Q2 | $1.6M | Buy |
14,031
+11,213
| +398% | +$1.28M | 0.51% | 47 |
|
|
2022
Q1 | $351K | Sell |
2,818
-12,482
| -82% | -$1.55M | 0.11% | 103 |
|
|
2021
Q4 | $1.98M | Buy |
+15,300
| New | +$1.98M | 0.66% | 38 |
|