AWM

AllSquare Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

AllSquare Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$603K	Hold	5,479	–	–	0.34%	51
2025 Q1	$609K	Hold	5,479	–	–	0.36%	44
2024 Q4	$584K	Hold	5,479	–	–	0.34%	46
2024 Q3	$605K	Hold	5,479	–	–	0.34%	46
2024 Q2	$585K	Hold	5,479	–	–	0.35%	45
2024 Q1	$588K	Hold	5,479	–	–	0.34%	47
2023 Q4	$589K	Hold	5,479	–	–	0.36%	43
2023 Q3	$568K	Hold	5,479	–	–	0.37%	38
2023 Q2	$593K	Hold	5,479	–	–	0.39%	40
2023 Q1	$604K	Hold	5,479	–	–	0.39%	37
2022 Q4	$583K	Hold	5,479	–	–	0.4%	36
2022 Q3	$575K	Hold	5,479	–	–	0.42%	36
2022 Q2	$624K	Hold	5,479	–	–	0.42%	34
2022 Q1	$683K	Hold	5,479	–	–	0.41%	33
2021 Q4	$708K	Hold	5,479	–	–	0.41%	32
2021 Q3	$700K	Hold	5,479	–	–	0.42%	33
2021 Q2	$701K	Hold	5,479	–	–	0.41%	32
2021 Q1	$688K	Hold	5,479	–	–	0.43%	32
2020 Q4	$699K	Hold	5,479	–	–	0.47%	28
2020 Q3	$693K	Hold	5,479	–	–	0.5%	29
2020 Q2	$674K	Hold	5,479	–	–	0.51%	30
2020 Q1	$646K	Hold	5,479	–	–	0.56%	24
2019 Q4	$639K	Hold	5,479	–	–	0.45%	34
2019 Q3	$637K	Hold	5,479	–	–	0.47%	30
2019 Q2	$633K	Hold	5,479	–	–	0.47%	31
2019 Q1	$620K	Buy	5,479 +29	+0.5%	+$3.28K	0.47%	34
2018 Q4	$597K	Hold	5,450	–	–	0.49%	28
2018 Q3	$603K	Hold	5,450	–	–	0.45%	34
2018 Q2	$615K	Hold	5,450	–	–	0.46%	31
2018 Q1	$616K	Hold	5,450	–	–	0.49%	30
2017 Q4	$622K	Hold	5,450	–	–	0.49%	28
2017 Q3	$619K	Buy	+5,450	New	+$619K	0.51%	28
2017 Q2	–	Sell	-5,450	Closed	-$625K	–	343
2017 Q1	$625K	Sell	5,450 -480	-8%	-$55K	0.55%	26
2016 Q4	$671K	Hold	5,930	–	–	0.62%	21
2016 Q3	$691K	Hold	5,930	–	–	0.66%	19
2016 Q2	$692K	Buy	5,930 +118	+2%	+$13.8K	0.69%	19
2016 Q1	$666K	Hold	5,812	–	–	0.66%	19
2015 Q4	$637K	Hold	5,812	–	–	0.64%	21
2015 Q3	$643K	Hold	5,812	–	–	0.66%	17
2015 Q2	$651K	Hold	5,812	–	–	0.61%	19
2015 Q1	$660K	Hold	5,812	–	–	0.63%	17
2014 Q4	$651K	Buy	+5,812	New	+$651K	0.64%	18