WFA
West 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 | $2.2K | Buy |
+20
| New | +$2.2K | ﹤0.01% | 181 |
|
|
2024
Q4 | – | Sell |
-453
| Closed | -$50K | – | 221 |
|
|
2024
Q3 | $50K | Sell |
453
-87,538
| -99% | -$9.67M | 0.01% | 87 |
|
|
2024
Q2 | $9.4M | Buy |
87,991
+834
| +1% | +$89.1K | 1.95% | 13 |
|
|
2024
Q1 | $9.36M | Buy |
87,157
+1,884
| +2% | +$202K | 2.01% | 12 |
|
|
2023
Q4 | $9.17M | Sell |
85,273
-17,493
| -17% | -$1.88M | 2.09% | 13 |
|
|
2023
Q3 | $10.7M | Buy |
102,766
+672
| +0.7% | +$69.7K | 2.67% | 9 |
|
|
2023
Q2 | $11M | Buy |
102,094
+2,769
| +3% | +$298K | 2.7% | 10 |
|
|
2023
Q1 | $11M | Buy |
99,325
+667
| +0.7% | +$73.5K | 2.87% | 10 |
|
|
2022
Q4 | $10.5M | Sell |
98,658
-5,655
| -5% | -$602K | 2.93% | 9 |
|
|
2022
Q3 | $10.9M | Sell |
104,313
-2,532
| -2% | -$266K | 3.28% | 9 |
|
|
2022
Q2 | $12.2M | Buy |
106,845
+13,257
| +14% | +$1.51M | 3.54% | 9 |
|
|
2022
Q1 | $11.7M | Sell |
93,588
-2,043
| -2% | -$254K | 3.07% | 11 |
|
|
2021
Q4 | $12.4M | Buy |
95,631
+32,932
| +53% | +$4.25M | 3.32% | 11 |
|
|
2021
Q3 | $8.01M | Buy |
62,699
+2,467
| +4% | +$315K | 2.34% | 13 |
|
|
2021
Q2 | $7.71M | Buy |
60,232
+14,364
| +31% | +$1.84M | 2.36% | 13 |
|
|
2021
Q1 | $5.76M | Buy |
45,868
+545
| +1% | +$68.4K | 1.93% | 15 |
|
|
2020
Q4 | $5.79M | Buy |
+45,323
| New | +$5.79M | 2.05% | 14 |
|