WAOTB
Wealth Advisors of Tampa Bay’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-794
| Closed | -$88.2K | – | 144 |
|
|
2025
Q1 | $88.2K | Buy |
+794
| New | +$88.2K | 0.04% | 109 |
|
|
2022
Q4 | – | Sell |
-1,994
| Closed | -$209K | – | 77 |
|
|
2022
Q3 | $209K | Sell |
1,994
-4,372
| -69% | -$458K | 0.14% | 72 |
|
|
2022
Q2 | $725K | Sell |
6,366
-46
| -0.7% | -$5.24K | 0.22% | 62 |
|
|
2022
Q1 | $799K | Hold |
6,412
| – | – | 0.22% | 65 |
|
|
2021
Q4 | $828K | Buy |
6,412
+2,826
| +79% | +$365K | 0.2% | 72 |
|
|
2021
Q3 | $458K | Sell |
3,586
-1,016
| -22% | -$130K | 0.25% | 69 |
|
|
2021
Q2 | $589K | Sell |
4,602
-20
| -0.4% | -$2.56K | 0.33% | 66 |
|
|
2021
Q1 | $580K | Hold |
4,622
| – | – | 0.34% | 66 |
|
|
2020
Q4 | $590K | Buy |
4,622
+312
| +7% | +$39.8K | 0.41% | 60 |
|
|
2020
Q3 | $545K | Hold |
4,310
| – | – | 0.4% | 60 |
|
|
2020
Q2 | $530K | Hold |
4,310
| – | – | 0.44% | 56 |
|
|
2020
Q1 | $508K | Buy |
4,310
+43
| +1% | +$5.07K | 0.57% | 47 |
|
|
2019
Q4 | $497K | Sell |
4,267
-40
| -0.9% | -$4.66K | 0.46% | 50 |
|
|
2019
Q3 | $501K | Sell |
4,307
-65
| -1% | -$7.56K | 0.42% | 56 |
|
|
2019
Q2 | $505K | Hold |
4,372
| – | – | 0.37% | 57 |
|
|
2019
Q1 | $494K | Hold |
4,372
| – | – | 0.36% | 53 |
|
|
2018
Q4 | $479K | Hold |
4,372
| – | – | 0.39% | 52 |
|
|
2018
Q3 | $484K | Hold |
4,372
| – | – | 0.34% | 50 |
|
|
2018
Q2 | $490K | Hold |
4,372
| – | – | 0.37% | 51 |
|
|
2018
Q1 | $494K | Hold |
4,372
| – | – | 0.36% | 52 |
|
|
2017
Q4 | $496K | Buy |
+4,372
| New | +$496K | 0.34% | 54 |
|