SFPM
Sensible Financial Planning & Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,078
| Closed | -$323K | – | 41 |
|
|
2022
Q3 | $323K | Sell |
3,078
-1,740
| -36% | -$183K | 0.08% | 37 |
|
|
2022
Q2 | $549K | Buy |
4,818
+1,383
| +40% | +$158K | 0.14% | 37 |
|
|
2022
Q1 | $428K | Buy |
3,435
+41
| +1% | +$5.11K | 0.11% | 34 |
|
|
2021
Q4 | $439K | Sell |
3,394
-1,594
| -32% | -$206K | 0.12% | 35 |
|
|
2021
Q3 | $637K | Buy |
4,988
+137
| +3% | +$17.5K | 0.21% | 33 |
|
|
2021
Q2 | $621K | Buy |
4,851
+198
| +4% | +$25.3K | 0.21% | 33 |
|
|
2021
Q1 | $584K | Buy |
4,653
+1,210
| +35% | +$152K | 0.21% | 32 |
|
|
2020
Q4 | $439K | Buy |
3,443
+451
| +15% | +$57.5K | 0.16% | 34 |
|
|
2020
Q3 | $378K | Sell |
2,992
-438
| -13% | -$55.3K | 0.15% | 32 |
|
|
2020
Q2 | $422K | Sell |
3,430
-254
| -7% | -$31.3K | 0.18% | 30 |
|
|
2020
Q1 | $434K | Sell |
3,684
-537
| -13% | -$63.3K | 0.21% | 28 |
|
|
2019
Q4 | $492K | Buy |
4,221
+1
| +0% | +$117 | 0.21% | 29 |
|
|
2019
Q3 | $491K | Buy |
4,220
+88
| +2% | +$10.2K | 0.21% | 27 |
|
|
2019
Q2 | $477K | Sell |
4,132
-146
| -3% | -$16.9K | 0.2% | 26 |
|
|
2019
Q1 | $484K | Hold |
4,278
| – | – | 0.22% | 25 |
|
|
2018
Q4 | $469K | Sell |
4,278
-631
| -13% | -$69.2K | 0.23% | 24 |
|
|
2018
Q3 | $543K | Buy |
4,909
+499
| +11% | +$55.2K | 0.25% | 22 |
|
|
2018
Q2 | $498K | Sell |
4,410
-807
| -15% | -$91.1K | 0.24% | 22 |
|
|
2018
Q1 | $590K | Buy |
5,217
+85
| +2% | +$9.61K | 0.28% | 21 |
|
|
2017
Q4 | $586K | Sell |
5,132
-230
| -4% | -$26.3K | 0.3% | 19 |
|
|
2017
Q3 | $609K | Sell |
5,362
-672
| -11% | -$76.3K | 0.34% | 18 |
|
|
2017
Q2 | $684K | Buy |
6,034
+92
| +2% | +$10.4K | 0.43% | 17 |
|
|
2017
Q1 | $681K | Sell |
5,942
-56
| -0.9% | -$6.42K | 0.44% | 16 |
|
|
2016
Q4 | $679K | Sell |
5,998
-604
| -9% | -$68.4K | 0.47% | 16 |
|
|
2016
Q3 | $769K | Buy |
6,602
+112
| +2% | +$13K | 0.53% | 15 |
|
|
2016
Q2 | $757K | Sell |
6,490
-366
| -5% | -$42.7K | 0.53% | 16 |
|
|
2016
Q1 | $786K | Sell |
6,856
-386
| -5% | -$44.3K | 0.57% | 14 |
|
|
2015
Q4 | $794K | Sell |
7,242
-561
| -7% | -$61.5K | 0.6% | 14 |
|
|
2015
Q3 | $864K | Sell |
7,803
-813
| -9% | -$90K | 0.68% | 14 |
|
|
2015
Q2 | $965K | Sell |
8,616
-582
| -6% | -$65.2K | 0.79% | 14 |
|
|
2015
Q1 | $1.05M | Sell |
9,198
-3,755
| -29% | -$427K | 0.95% | 16 |
|
|
2014
Q4 | $1.45M | Buy |
12,953
+216
| +2% | +$24.2K | 1.48% | 13 |
|
|
2014
Q3 | $972K | Buy |
+12,737
| New | +$972K | 0.85% | 15 |
|