BWS
Buck Wealth Strategies’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
115,181
+5,565
| +5% | +$612K | 1.93% | 16 |
|
|
2025
Q1 | $12.2M | Buy |
109,616
+9,084
| +9% | +$1.01M | 2.21% | 7 |
|
|
2024
Q4 | $10.7M | Buy |
100,532
+36,875
| +58% | +$3.93M | 2.23% | 16 |
|
|
2024
Q3 | $7.03M | Sell |
63,657
-4,400
| -6% | -$486K | 2.21% | 22 |
|
|
2024
Q2 | $7.27M | Buy |
68,057
+62,426
| +1,109% | +$6.67M | 2.15% | 22 |
|
|
2024
Q1 | $605K | Sell |
5,631
-46,747
| -89% | -$5.02M | 0.21% | 53 |
|
|
2023
Q4 | $5.63M | Buy |
52,378
+2,104
| +4% | +$226K | 2.09% | 29 |
|
|
2023
Q3 | $5.21M | Buy |
+50,274
| New | +$5.21M | 2.1% | 29 |
|
|
2022
Q3 | $4.69M | Buy |
+45,248
| New | +$4.69M | 2.19% | 29 |
|