4WM
4J Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,915
| Closed | -$2.33M | – | 81 |
|
|
2022
Q4 | $2.33M | Sell |
21,915
-3,853
| -15% | -$410K | 2.71% | 10 |
|
|
2022
Q3 | $2.7M | Sell |
25,768
-160
| -0.6% | -$16.8K | 3.46% | 8 |
|
|
2022
Q2 | $2.95M | Sell |
25,928
-162
| -0.6% | -$18.5K | 3.72% | 8 |
|
|
2022
Q1 | $3.25M | Sell |
26,090
-10,130
| -28% | -$1.26M | 2.84% | 7 |
|
|
2021
Q4 | $4.68M | Buy |
36,220
+2,614
| +8% | +$338K | 3.94% | 4 |
|
|
2021
Q3 | $4.29M | Buy |
33,606
+542
| +2% | +$69.2K | 3.73% | 4 |
|
|
2021
Q2 | $4.23M | Buy |
33,064
+549
| +2% | +$70.3K | 3.7% | 4 |
|
|
2021
Q1 | $4.08M | Buy |
32,515
+5,049
| +18% | +$634K | 3.8% | 4 |
|
|
2020
Q4 | $3.51M | Buy |
+27,466
| New | +$3.51M | 3.37% | 4 |
|