GWAG
Garrett Wealth Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
2,410
-539
| -18% | -$59.3K | 0.06% | 93 |
|
|
2025
Q1 | $328K | Sell |
2,949
-240
| -8% | -$26.7K | 0.07% | 79 |
|
|
2024
Q4 | $340K | Sell |
3,189
-331
| -9% | -$35.3K | 0.08% | 73 |
|
|
2024
Q3 | $389K | Buy |
3,520
+369
| +12% | +$40.8K | 0.1% | 64 |
|
|
2024
Q2 | $336K | Buy |
+3,151
| New | +$336K | 0.12% | 65 |
|
|
2019
Q4 | – | Sell |
-285
| Closed | -$33.1K | – | 581 |
|
|
2019
Q3 | $33.1K | Buy |
+285
| New | +$33.1K | 0.02% | 162 |
|