WCFA
Walkner Condon Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
2,304
| – | – | 0.05% | 239 |
|
|
2025
Q1 | $256K | Hold |
2,304
| – | – | 0.05% | 228 |
|
|
2024
Q4 | $245K | Hold |
2,304
| – | – | 0.05% | 244 |
|
|
2024
Q3 | $255K | Sell |
2,304
-3
| -0.1% | -$331 | 0.05% | 233 |
|
|
2024
Q2 | $246K | Sell |
2,307
-575
| -20% | -$61.4K | 0.05% | 223 |
|
|
2024
Q1 | $310K | Sell |
2,882
-370
| -11% | -$39.7K | 0.07% | 208 |
|
|
2023
Q4 | $350K | Sell |
3,252
-393
| -11% | -$42.2K | 0.08% | 190 |
|
|
2023
Q3 | $378K | Sell |
3,645
-232
| -6% | -$24.1K | 0.1% | 158 |
|
|
2023
Q2 | $417K | Sell |
3,877
-940
| -20% | -$101K | 0.11% | 148 |
|
|
2023
Q1 | $531K | Buy |
4,817
+668
| +16% | +$73.6K | 0.15% | 123 |
|
|
2022
Q4 | $442K | Sell |
4,149
-560
| -12% | -$59.6K | 0.13% | 139 |
|
|
2022
Q3 | $494K | Sell |
4,709
-1,613
| -26% | -$169K | 0.16% | 117 |
|
|
2022
Q2 | $720K | Sell |
6,322
-145
| -2% | -$16.5K | 0.23% | 95 |
|
|
2022
Q1 | $806K | Sell |
6,467
-4,237
| -40% | -$528K | 0.23% | 90 |
|
|
2021
Q4 | $1.38M | Hold |
10,704
| – | – | 0.9% | 33 |
|
|
2021
Q3 | $1.37M | Hold |
10,704
| – | – | 0.67% | 36 |
|
|
2021
Q2 | $1.37M | Buy |
10,704
+15
| +0.1% | +$1.92K | 0.5% | 48 |
|
|
2021
Q1 | $1.34M | Sell |
10,689
-26
| -0.2% | -$3.26K | 0.52% | 50 |
|
|
2020
Q4 | $1.37M | Sell |
10,715
-4,799
| -31% | -$613K | 0.59% | 41 |
|
|
2020
Q3 | $1.96M | Buy |
+15,514
| New | +$1.96M | 1.05% | 26 |
|