SEC 13F Intelligence

Paradigm Financial Advisors, LLC / TIP

Paradigm Financial Advisors, LLC’s Ishares Tr Position

Does Paradigm Financial Advisors, LLC own Ishares Tr (TIP)? Yes141.1K shares worth $18M (+4.03% of its 13F portfolio) as of Q4 2021, up from 139.5K shares the prior filed quarter.

Position Value
$18M
Q4 2021
Shares
141.1K
% of Portfolio
+4.03%
Quarters Held
13
currently held

Position History TIP

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $1MQ2 ’19Q3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $17MQ4 ’20: $17MQ4 ’20Q1 ’21: $19MQ2 ’21: $18MQ2 ’21Q3 ’21: $18MQ4 ’21: $18MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021141.1K$18M+4.03%
Q3 2021139.5K$18M+4.10%
Q2 2021142.2K$18M+4.05%
Q1 2021149.6K$19M+4.56%
Q4 2020131.4K$17M+4.54%
Q3 2020136.2K$17M+4.89%
Q2 202035.8K$4M+1.40%
Q1 202032.2K$4M+1.41%
Q4 201924.0K$3M+0.96%
Q3 201913.6K$2M+0.62%
Q2 201912.4K$1M+0.53%
Q1 201913.3K$2M+0.57%
Q4 201815.1K$2M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Paradigm Financial Advisors, LLC’s full portfolio or all institutional holders of TIP.