TLFA
True Link Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,033
| Closed | -$1.46M | – | 101 |
|
|
2023
Q3 | $1.46M | Hold |
14,033
| – | – | 0.17% | 38 |
|
|
2023
Q2 | $1.51M | Sell |
14,033
-655
| -4% | -$70.5K | 0.18% | 37 |
|
|
2023
Q1 | $1.62M | Hold |
14,688
| – | – | 0.2% | 36 |
|
|
2022
Q4 | $1.56M | Sell |
14,688
-1
| -0% | -$106 | 0.21% | 36 |
|
|
2022
Q3 | $1.54M | Sell |
14,689
-92
| -0.6% | -$9.65K | 0.22% | 36 |
|
|
2022
Q2 | $1.68M | Sell |
14,781
-238,254
| -94% | -$27.1M | 0.25% | 40 |
|
|
2022
Q1 | $31.5M | Buy |
253,035
+36,525
| +17% | +$4.55M | 4.56% | 7 |
|
|
2021
Q4 | $28M | Buy |
216,510
+40,504
| +23% | +$5.23M | 3.73% | 8 |
|
|
2021
Q3 | $22.5M | Buy |
176,006
+3,084
| +2% | +$394K | 3.08% | 8 |
|
|
2021
Q2 | $22.1M | Buy |
172,922
+23,729
| +16% | +$3.04M | 3.25% | 8 |
|
|
2021
Q1 | $18.7M | Buy |
149,193
+41,700
| +39% | +$5.23M | 2.71% | 9 |
|
|
2020
Q4 | $13.7M | Buy |
+107,493
| New | +$13.7M | 2.15% | 11 |
|