EWM
EPG 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 | $22.1K | Buy |
201
+3
| +2% | +$330 | 0.01% | 250 |
|
|
2025
Q1 | $22K | Hold |
198
| – | – | 0.01% | 329 |
|
|
2024
Q4 | $21.1K | Buy |
198
+1
| +0.5% | +$107 | 0.01% | 339 |
|
|
2024
Q3 | $21.8K | Buy |
+197
| New | +$21.8K | 0.01% | 340 |
|
|
2024
Q2 | – | Sell |
-194
| Closed | -$20.8K | – | 363 |
|
|
2024
Q1 | $20.8K | Hold |
194
| – | – | 0.01% | 358 |
|
|
2023
Q4 | $20.5K | Sell |
194
-494
| -72% | -$52.2K | 0.01% | 346 |
|
|
2023
Q3 | $71.3K | Buy |
688
+96
| +16% | +$9.95K | 0.02% | 277 |
|
|
2023
Q2 | $63.7K | Buy |
592
+2
| +0.3% | +$215 | 0.02% | 283 |
|
|
2023
Q1 | $65.1K | Hold |
590
| – | – | 0.02% | 284 |
|
|
2022
Q4 | $62.8K | Sell |
590
-66
| -10% | -$7.03K | 0.02% | 254 |
|
|
2022
Q3 | $69K | Buy |
+656
| New | +$69K | 0.03% | 244 |
|
|
2022
Q2 | – | Sell |
-581
| Closed | -$72K | – | 382 |
|
|
2022
Q1 | $72K | Buy |
581
+1
| +0.2% | +$124 | 0.02% | 272 |
|
|
2021
Q4 | $75K | Buy |
580
+2
| +0.3% | +$259 | 0.03% | 269 |
|
|
2021
Q3 | $74K | Buy |
+578
| New | +$74K | 0.03% | 254 |
|
|
2020
Q2 | – | Sell |
-571
| Closed | -$67K | – | 700 |
|
|
2020
Q1 | $67K | Hold |
571
| – | – | 0.05% | 235 |
|
|
2019
Q4 | $67K | Buy |
+571
| New | +$67K | 0.05% | 195 |
|