GWM
GDS Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34,365
| Closed | -$3.66M | – | 120 |
|
|
2022
Q4 | $3.66M | Sell |
34,365
-10,690
| -24% | -$1.14M | 0.7% | 46 |
|
|
2022
Q3 | $4.73M | Buy |
45,055
+3,831
| +9% | +$402K | 1.05% | 35 |
|
|
2022
Q2 | $4.7M | Buy |
41,224
+6,415
| +18% | +$731K | 1.05% | 34 |
|
|
2022
Q1 | $4.22M | Buy |
34,809
+7,837
| +29% | +$949K | 0.93% | 29 |
|
|
2021
Q4 | $3.49M | Buy |
+26,972
| New | +$3.49M | 0.78% | 35 |
|