CWM
Certus 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
Q3 | – | Sell |
-8,007
| Closed | -$855K | – | 53 |
|
|
2024
Q2 | $855K | Buy |
+8,007
| New | +$855K | 0.65% | 31 |
|
|
2024
Q1 | – | Sell |
-3,685
| Closed | -$396K | – | 55 |
|
|
2023
Q4 | $396K | Sell |
3,685
-5,201
| -59% | -$559K | 0.34% | 47 |
|
|
2023
Q3 | $922K | Sell |
8,886
-622
| -7% | -$64.5K | 0.88% | 27 |
|
|
2023
Q2 | $1.02M | Buy |
+9,508
| New | +$1.02M | 1.02% | 27 |
|