AWAU
Alliance Wealth Advisors (Utah)’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
30,818
-58,315
| -65% | -$6.42M | 0.81% | 40 |
|
|
2025
Q1 | $9.9M | Buy |
89,133
+31,678
| +55% | +$3.52M | 2.58% | 3 |
|
|
2024
Q4 | $6.12M | Buy |
57,455
+21,297
| +59% | +$2.27M | 1.58% | 10 |
|
|
2024
Q3 | $3.99M | Sell |
36,158
-24,668
| -41% | -$2.73M | 1.05% | 26 |
|
|
2024
Q2 | $6.5M | Buy |
60,826
+46,514
| +325% | +$4.97M | 1.91% | 6 |
|
|
2024
Q1 | $1.54M | Buy |
14,312
+1,969
| +16% | +$211K | 0.46% | 63 |
|
|
2023
Q4 | $1.33M | Sell |
12,343
-39,323
| -76% | -$4.23M | 0.45% | 63 |
|
|
2023
Q3 | $5.36M | Buy |
+51,666
| New | +$5.36M | 1.99% | 6 |
|