SFG
Sovereign Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
10,624
-641
| -6% | -$70.5K | 0.24% | 78 |
|
|
2025
Q1 | $1.25M | Sell |
11,265
-372
| -3% | -$41.3K | 0.29% | 66 |
|
|
2024
Q4 | $1.24M | Sell |
11,637
-733
| -6% | -$78.1K | 0.28% | 70 |
|
|
2024
Q3 | $1.37M | Buy |
12,370
+224
| +2% | +$24.7K | 0.32% | 62 |
|
|
2024
Q2 | $1.3M | Sell |
12,146
-705
| -5% | -$75.3K | 0.32% | 62 |
|
|
2024
Q1 | $1.38M | Sell |
12,851
-120
| -0.9% | -$12.9K | 0.37% | 54 |
|
|
2023
Q4 | $1.39M | Sell |
12,971
-1,455
| -10% | -$156K | 0.43% | 43 |
|
|
2023
Q3 | $1.5M | Sell |
14,426
-3,347
| -19% | -$347K | 0.53% | 38 |
|
|
2023
Q2 | $1.91M | Sell |
17,773
-424
| -2% | -$45.6K | 0.62% | 33 |
|
|
2023
Q1 | $2.01M | Sell |
18,197
-1,376
| -7% | -$152K | 0.74% | 29 |
|
|
2022
Q4 | $2.08M | Sell |
19,573
-1,556
| -7% | -$166K | 0.82% | 28 |
|
|
2022
Q3 | $2.22M | Sell |
21,129
-635
| -3% | -$66.6K | 0.9% | 25 |
|
|
2022
Q2 | $2.48M | Buy |
21,764
+1,001
| +5% | +$114K | 0.98% | 23 |
|
|
2022
Q1 | $2.59M | Buy |
20,763
+1,923
| +10% | +$240K | 0.96% | 24 |
|
|
2021
Q4 | $2.43M | Buy |
18,840
+4,722
| +33% | +$610K | 0.98% | 23 |
|
|
2021
Q3 | $1.8M | Buy |
14,118
+2,207
| +19% | +$282K | 1.04% | 20 |
|
|
2021
Q2 | $1.5M | Hold |
11,911
| – | – | 0.9% | 26 |
|
|
2021
Q1 | $1.5M | Buy |
11,911
+1,398
| +13% | +$175K | 0.93% | 25 |
|
|
2020
Q4 | $1.34M | Buy |
+10,513
| New | +$1.34M | 0.97% | 29 |
|