AWA
Aletheian 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 | $329K | Hold |
2,985
| – | – | 0.16% | 71 |
|
|
2025
Q1 | $332K | Buy |
2,985
+644
| +28% | +$71.6K | 0.19% | 68 |
|
|
2024
Q4 | $249K | Buy |
2,341
+64
| +3% | +$6.82K | 0.15% | 68 |
|
|
2024
Q3 | $251K | Sell |
2,277
-313
| -12% | -$34.6K | 0.15% | 69 |
|
|
2024
Q2 | $277K | Buy |
2,590
+259
| +11% | +$27.7K | 0.15% | 75 |
|
|
2024
Q1 | $250K | Buy |
2,331
+39
| +2% | +$4.19K | 0.14% | 75 |
|
|
2023
Q4 | $246K | Sell |
2,292
-568
| -20% | -$61K | 0.16% | 71 |
|
|
2023
Q3 | $297K | Sell |
2,860
-351
| -11% | -$36.4K | 0.23% | 67 |
|
|
2023
Q2 | $346K | Buy |
3,211
+177
| +6% | +$19K | 0.24% | 69 |
|
|
2023
Q1 | $334K | Sell |
3,034
-2,683
| -47% | -$296K | 0.3% | 48 |
|
|
2022
Q4 | $608K | Sell |
5,717
-4,337
| -43% | -$462K | 0.53% | 41 |
|
|
2022
Q3 | $1.06M | Buy |
10,054
+788
| +9% | +$82.7K | 1.2% | 25 |
|
|
2022
Q2 | $1.06M | Buy |
+9,266
| New | +$1.06M | 1.07% | 28 |
|