UFA
US Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,072
| Closed | -$1.89M | – | 121 |
|
|
2021
Q1 | $1.89M | Buy |
15,072
+2,401
| +19% | +$301K | 0.53% | 41 |
|
|
2020
Q4 | $1.62M | Buy |
+12,671
| New | +$1.62M | 0.49% | 37 |
|
|
2016
Q2 | – | Sell |
-458
| Closed | -$53K | – | 361 |
|
|
2016
Q1 | $53K | Buy |
458
+401
| +704% | +$46.4K | 0.09% | 85 |
|
|
2015
Q4 | $6K | Buy |
57
+31
| +119% | +$3.26K | 0.01% | 369 |
|
|
2015
Q3 | $3K | Hold |
26
| – | – | 0.01% | 370 |
|
|
2015
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 344 |
|
|
2015
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 346 |
|
|
2014
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 313 |
|