CWM
Congress 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 | $14.9M | Buy |
135,078
+113,259
| +519% | +$12.5M | 0.14% | 173 |
|
|
2025
Q1 | $2.42M | Sell |
21,819
-1,891
| -8% | -$210K | 0.03% | 452 |
|
|
2024
Q4 | $2.53M | Sell |
23,710
-4,928
| -17% | -$525K | 0.03% | 378 |
|
|
2024
Q3 | $3.16M | Buy |
28,638
+10,731
| +60% | +$1.19M | 0.04% | 361 |
|
|
2024
Q2 | $1.91M | Buy |
17,907
+6,824
| +62% | +$729K | 0.03% | 366 |
|
|
2024
Q1 | $1.19M | Sell |
11,083
-2,263
| -17% | -$243K | 0.02% | 361 |
|
|
2023
Q4 | $1.43M | Buy |
13,346
+1,608
| +14% | +$173K | 0.03% | 350 |
|
|
2023
Q3 | $1.22M | Buy |
11,738
+137
| +1% | +$14.2K | 0.03% | 355 |
|
|
2023
Q2 | $1.25M | Sell |
11,601
-1,010
| -8% | -$109K | 0.03% | 319 |
|
|
2023
Q1 | $1.39M | Buy |
12,611
+103
| +0.8% | +$11.4K | 0.03% | 311 |
|
|
2022
Q4 | $1.33M | Sell |
12,508
-1,658
| -12% | -$176K | 0.03% | 308 |
|
|
2022
Q3 | $1.49M | Sell |
14,166
-204
| -1% | -$21.4K | 0.04% | 296 |
|
|
2022
Q2 | $1.64M | Sell |
14,370
-1,394
| -9% | -$159K | 0.04% | 292 |
|
|
2022
Q1 | $1.96M | Sell |
15,764
-6,148
| -28% | -$766K | 0.04% | 294 |
|
|
2021
Q4 | $2.83M | Buy |
+21,912
| New | +$2.83M | 0.06% | 277 |
|