SFP
Shepherd Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
5,048
-2,333
| -32% | -$257K | 0.06% | 150 |
|
|
2025
Q1 | $820K | Sell |
7,381
-4,054
| -35% | -$450K | 0.1% | 117 |
|
|
2024
Q4 | $1.22M | Sell |
11,435
-147
| -1% | -$15.7K | 0.15% | 85 |
|
|
2024
Q3 | $1.28M | Sell |
11,582
-251
| -2% | -$27.7K | 0.15% | 83 |
|
|
2024
Q2 | $1.26M | Sell |
11,833
-622
| -5% | -$66.4K | 0.16% | 82 |
|
|
2024
Q1 | $1.34M | Sell |
12,455
-1,343
| -10% | -$144K | 0.18% | 81 |
|
|
2023
Q4 | $1.48M | Sell |
13,798
-57,837
| -81% | -$6.22M | 0.21% | 75 |
|
|
2023
Q3 | $7.43M | Buy |
71,635
+2,420
| +3% | +$251K | 1.17% | 18 |
|
|
2023
Q2 | $7.45M | Sell |
69,215
-18,856
| -21% | -$2.03M | 1.16% | 17 |
|
|
2023
Q1 | $9.71M | Buy |
+88,071
| New | +$9.71M | 1.62% | 12 |
|