CTWM
Cherry Tree Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331 | Hold |
3
| – | – | ﹤0.01% | 590 |
|
|
2025
Q1 | $334 | Hold |
3
| – | – | ﹤0.01% | 740 |
|
|
2024
Q4 | $320 | Hold |
3
| – | – | ﹤0.01% | 627 |
|
|
2024
Q3 | $332 | Hold |
3
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $321 | Hold |
3
| – | – | ﹤0.01% | 583 |
|
|
2024
Q1 | $323 | Sell |
3
-739
| -100% | -$79.6K | ﹤0.01% | 583 |
|
|
2023
Q4 | $79.8K | Hold |
742
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $77K | Sell |
742
-463
| -38% | -$48K | 0.02% | 206 |
|
|
2023
Q2 | $130K | Buy |
+1,205
| New | +$130K | 0.04% | 172 |
|