TLFA
True Link Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,712
| Closed | -$1.55M | – | 74 |
|
|
2023
Q4 | $1.55M | Sell |
15,712
-5,350
| -25% | -$527K | 0.17% | 22 |
|
|
2023
Q3 | $2.04M | Sell |
21,062
-175
| -0.8% | -$17K | 0.24% | 23 |
|
|
2023
Q2 | $2.07M | Hold |
21,237
| – | – | 0.25% | 23 |
|
|
2023
Q1 | $2.11M | Hold |
21,237
| – | – | 0.26% | 26 |
|
|
2022
Q4 | $2.06M | Sell |
21,237
-815
| -4% | -$79K | 0.28% | 26 |
|
|
2022
Q3 | $2.12M | Buy |
22,052
+815
| +4% | +$78.3K | 0.31% | 26 |
|
|
2022
Q2 | $2.15M | Hold |
21,237
| – | – | 0.33% | 29 |
|
|
2022
Q1 | $2.23M | Hold |
21,237
| – | – | 0.32% | 26 |
|
|
2021
Q4 | $2.25M | Hold |
21,237
| – | – | 0.3% | 31 |
|
|
2021
Q3 | $2.24M | Buy |
21,237
+1,225
| +6% | +$129K | 0.31% | 35 |
|
|
2021
Q2 | $2.13M | Buy |
20,012
+2,250
| +13% | +$239K | 0.31% | 38 |
|
|
2021
Q1 | $1.88M | Buy |
17,762
+1,250
| +8% | +$132K | 0.27% | 44 |
|
|
2020
Q4 | $1.72M | Buy |
+16,512
| New | +$1.72M | 0.27% | 47 |
|