CWM
Campbell Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,004
| Closed | -$215K | – | 92 |
|
|
2024
Q1 | $215K | Sell |
2,004
-504,019
| -100% | -$54.1M | 0.02% | 88 |
|
|
2023
Q4 | $54.4M | Buy |
506,023
+9,857
| +2% | +$1.06M | 6.45% | 5 |
|
|
2023
Q3 | $51.5M | Sell |
496,166
-555
| -0.1% | -$57.6K | 6.26% | 6 |
|
|
2023
Q2 | $53.5M | Buy |
496,721
+39,776
| +9% | +$4.28M | 6.87% | 5 |
|
|
2023
Q1 | $50.4M | Buy |
+456,945
| New | +$50.4M | 6.31% | 6 |
|