1WA
180 Wealth 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 | $1.38M | Sell |
12,538
-855
| -6% | -$94.1K | 0.19% | 116 |
|
|
2025
Q1 | $1.49M | Buy |
13,393
+57
| +0.4% | +$6.33K | 0.24% | 104 |
|
|
2024
Q4 | $1.42M | Buy |
13,336
+3,150
| +31% | +$336K | 0.22% | 100 |
|
|
2024
Q3 | $1.13M | Buy |
10,186
+248
| +2% | +$27.4K | 0.18% | 121 |
|
|
2024
Q2 | $1.07M | Sell |
9,938
-567
| -5% | -$60.9K | 0.17% | 116 |
|
|
2024
Q1 | $1.13M | Sell |
10,505
-678
| -6% | -$72.8K | 0.2% | 112 |
|
|
2023
Q4 | $1.2M | Buy |
11,183
+1,214
| +12% | +$130K | 0.24% | 104 |
|
|
2023
Q3 | $1.03M | Buy |
9,969
+3,434
| +53% | +$356K | 0.23% | 104 |
|
|
2023
Q2 | $699K | Buy |
6,535
+2,914
| +80% | +$312K | 0.15% | 145 |
|
|
2023
Q1 | $399K | Sell |
3,621
-180
| -5% | -$19.8K | 0.09% | 213 |
|
|
2022
Q4 | $416K | Sell |
3,801
-1,597
| -30% | -$175K | 0.1% | 214 |
|
|
2022
Q3 | $566K | Sell |
5,398
-1,031
| -16% | -$108K | 0.16% | 126 |
|
|
2022
Q2 | $740K | Sell |
6,429
-278
| -4% | -$32K | 0.19% | 113 |
|
|
2022
Q1 | $808K | Sell |
6,707
-108
| -2% | -$13K | 0.18% | 123 |
|
|
2021
Q4 | $859K | Buy |
6,815
+231
| +4% | +$29.1K | 0.19% | 116 |
|
|
2021
Q3 | $846K | Sell |
6,584
-92
| -1% | -$11.8K | 0.19% | 121 |
|
|
2021
Q2 | $860K | Buy |
6,676
+24
| +0.4% | +$3.09K | 0.2% | 115 |
|
|
2021
Q1 | $847K | Sell |
6,652
-418
| -6% | -$53.2K | 0.21% | 115 |
|
|
2020
Q4 | $901K | Buy |
7,070
+245
| +4% | +$31.2K | 0.26% | 100 |
|
|
2020
Q3 | $859K | Buy |
6,825
+1,221
| +22% | +$154K | 0.32% | 84 |
|
|
2020
Q2 | $697K | Buy |
5,604
+858
| +18% | +$107K | 0.28% | 91 |
|
|
2020
Q1 | $571K | Sell |
4,746
-343
| -7% | -$41.3K | 0.3% | 88 |
|
|
2019
Q4 | $598K | Buy |
5,089
+195
| +4% | +$22.9K | 0.24% | 115 |
|
|
2019
Q3 | $566K | Sell |
4,894
-105
| -2% | -$12.1K | 0.25% | 111 |
|
|
2019
Q2 | $577K | Sell |
4,999
-172
| -3% | -$19.9K | 0.26% | 115 |
|
|
2019
Q1 | $585K | Sell |
5,171
-256
| -5% | -$29K | 0.27% | 108 |
|
|
2018
Q4 | $600K | Hold |
5,427
| – | – | 0.28% | 108 |
|
|
2018
Q3 | $600K | Buy |
5,427
+344
| +7% | +$38K | 0.28% | 109 |
|
|
2018
Q2 | $574K | Sell |
5,083
-16
| -0.3% | -$1.81K | 0.28% | 108 |
|
|
2018
Q1 | $580K | Buy |
5,099
+441
| +9% | +$50.2K | 0.3% | 103 |
|
|
2017
Q4 | $531K | Buy |
+4,658
| New | +$531K | 0.27% | 105 |
|