TFP
Tilia Fiduciary 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 | $619K | Sell |
5,623
-574
| -9% | -$63.2K | 0.38% | 71 |
|
|
2025
Q1 | $688K | Sell |
6,197
-223
| -3% | -$24.8K | 0.46% | 65 |
|
|
2024
Q4 | $684K | Sell |
6,420
-256
| -4% | -$27.3K | 0.47% | 61 |
|
|
2024
Q3 | $737K | Sell |
6,676
-240
| -3% | -$26.5K | 0.51% | 56 |
|
|
2024
Q2 | $739K | Sell |
6,916
-968
| -12% | -$103K | 0.58% | 55 |
|
|
2024
Q1 | $847K | Sell |
7,884
-3,606
| -31% | -$387K | 0.69% | 51 |
|
|
2023
Q4 | $1.24M | Sell |
11,490
-8,588
| -43% | -$923K | 1.15% | 37 |
|
|
2023
Q3 | $2.08M | Sell |
20,078
-2,899
| -13% | -$301K | 2.17% | 6 |
|
|
2023
Q2 | $2.47M | Sell |
22,977
-2,473
| -10% | -$266K | 2.21% | 4 |
|
|
2023
Q1 | $2.81M | Sell |
25,450
-2,754
| -10% | -$304K | 2.67% | 3 |
|
|
2022
Q4 | $3M | Sell |
28,204
-3,697
| -12% | -$394K | 2.89% | 3 |
|
|
2022
Q3 | $3.37M | Sell |
31,901
-4,882
| -13% | -$515K | 3.4% | 3 |
|
|
2022
Q2 | $4.18M | Sell |
36,783
-1,474
| -4% | -$168K | 3.99% | 2 |
|
|
2022
Q1 | $4.77M | Sell |
38,257
-13
| -0% | -$1.62K | 4.04% | 2 |
|
|
2021
Q4 | $4.95M | Buy |
+38,270
| New | +$4.95M | 3.97% | 1 |
|