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CWC Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

CWC Advisors’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.04M Buy
9,462
+500
+6% +$55K 0.54% 48
2025
Q1 		$996K Buy
8,962
+123
+1% +$13.7K 0.57% 47
2024
Q4 		$942K Sell
8,839
-743
-8% -$79.2K 0.94% 32
2024
Q3 		$1.06M Buy
+9,582
New +$1.06M 1.05% 30