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Tranquilli Financial Advisor’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Buy |
6,229
+131
| +2% | +$14.4K | 0.42% | 58 |
|
|
2025
Q1 | $677K | Buy |
6,098
+1,166
| +24% | +$130K | 0.43% | 53 |
|
|
2024
Q4 | $526K | Buy |
4,932
+269
| +6% | +$28.7K | 0.33% | 64 |
|
|
2024
Q3 | $515K | Buy |
4,663
+2
| +0% | +$221 | 0.32% | 65 |
|
|
2024
Q2 | $494K | Buy |
4,661
+1,306
| +39% | +$138K | 0.33% | 66 |
|
|
2024
Q1 | $360K | Buy |
3,355
+19
| +0.6% | +$2.04K | 0.24% | 80 |
|
|
2023
Q4 | $359K | Sell |
3,336
-935
| -22% | -$101K | 0.25% | 73 |
|
|
2023
Q3 | $443K | Buy |
+4,271
| New | +$443K | 0.32% | 61 |
|