EWA
EverSource Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Sell |
243
-90
| -27% | -$9.91K | ﹤0.01% | 2058 |
|
|
2025
Q1 | $37K | Sell |
333
-959
| -74% | -$106K | ﹤0.01% | 1387 |
|
|
2024
Q4 | $138K | Sell |
1,292
-263
| -17% | -$28K | 0.01% | 806 |
|
|
2024
Q3 | $172K | Sell |
1,555
-564
| -27% | -$62.3K | 0.01% | 609 |
|
|
2024
Q2 | $229K | Buy |
2,119
+1,298
| +158% | +$140K | 0.02% | 514 |
|
|
2024
Q1 | $86.6K | Buy |
821
+305
| +59% | +$32.2K | 0.01% | 761 |
|
|
2023
Q4 | $55.5K | Sell |
516
-20,414
| -98% | -$2.19M | 0.01% | 856 |
|
|
2023
Q3 | $2.17M | Sell |
20,930
-18,093
| -46% | -$1.88M | 0.23% | 98 |
|
|
2023
Q2 | $4.2M | Buy |
39,023
+411
| +1% | +$44.2K | 0.46% | 55 |
|
|
2023
Q1 | $4.26M | Buy |
38,612
+37,647
| +3,901% | +$4.15M | 0.53% | 44 |
|
|
2022
Q4 | $103K | Sell |
965
-2,018
| -68% | -$215K | 0.02% | 496 |
|
|
2022
Q3 | $313K | Sell |
2,983
-136
| -4% | -$14.3K | 0.07% | 237 |
|
|
2022
Q2 | $355K | Buy |
3,119
+1,018
| +48% | +$116K | 0.09% | 192 |
|
|
2022
Q1 | $262K | Buy |
2,101
+206
| +11% | +$25.7K | 0.07% | 221 |
|
|
2021
Q4 | $245K | Buy |
+1,895
| New | +$245K | 0.07% | 199 |
|