SFC
Strategic Financial Concepts’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,419
| Closed | -$2.82M | – | 359 |
|
|
2025
Q1 | $2.82M | Sell |
25,419
-659
| -3% | -$73.2K | 0.53% | 47 |
|
|
2024
Q4 | $2.78M | Buy |
+26,078
| New | +$2.78M | 0.53% | 48 |
|
|
2024
Q3 | – | Sell |
-193,711
| Closed | -$2.95M | – | 691 |
|
|
2024
Q2 | $2.95M | Buy |
193,711
+165,664
| +591% | +$2.52M | 1.72% | 13 |
|
|
2024
Q1 | $3.01M | Buy |
28,047
+727
| +3% | +$78.1K | 0.73% | 40 |
|
|
2023
Q4 | $2.94M | Sell |
27,320
-730
| -3% | -$78.5K | 1.74% | 17 |
|
|
2023
Q3 | $2.91M | Sell |
28,050
-212
| -0.8% | -$22K | 0.98% | 32 |
|
|
2023
Q2 | $3.04M | Sell |
28,262
-6
| -0% | -$646 | 1.12% | 23 |
|
|
2023
Q1 | $3.12M | Buy |
+28,268
| New | +$3.12M | 1.26% | 19 |
|