DWM
Diversify 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 | $591K | Sell |
5,363
-5,267
| -50% | -$580K | 0.04% | 346 |
|
|
2025
Q1 | $1.17M | Buy |
10,630
+3,449
| +48% | +$381K | 0.09% | 221 |
|
|
2024
Q4 | $763K | Buy |
7,181
+1,700
| +31% | +$181K | 0.06% | 262 |
|
|
2024
Q3 | $594K | Sell |
5,481
-1,546
| -22% | -$168K | 0.06% | 283 |
|
|
2024
Q2 | $766K | Buy |
+7,027
| New | +$766K | 0.1% | 199 |
|