GWM
GSB 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 | $397K | Sell |
3,614
-54
| -1% | -$5.93K | 0.1% | 158 |
|
|
2025
Q1 | $407K | Sell |
3,668
-90
| -2% | -$10K | 0.11% | 149 |
|
|
2024
Q4 | $400K | Buy |
3,758
+3,682
| +4,845% | +$392K | 0.1% | 152 |
|
|
2024
Q3 | $8.44K | Buy |
+76
| New | +$8.44K | ﹤0.01% | 226 |
|
|
2023
Q3 | – | Sell |
-64
| Closed | -$6.9K | – | 212 |
|
|
2023
Q2 | $6.9K | Sell |
64
-2,739
| -98% | -$295K | ﹤0.01% | 210 |
|
|
2023
Q1 | $298K | Buy |
+2,803
| New | +$298K | 0.1% | 165 |
|
|
2022
Q1 | – | Sell |
-1,620
| Closed | -$209K | – | 227 |
|
|
2021
Q4 | $209K | Buy |
+1,620
| New | +$209K | 0.06% | 222 |
|
|
2021
Q3 | – | Sell |
-5,591
| Closed | -$716K | – | 209 |
|
|
2021
Q2 | $716K | Buy |
5,591
+38
| +0.7% | +$4.87K | 0.22% | 133 |
|
|
2021
Q1 | $697K | Buy |
5,553
+2,834
| +104% | +$356K | 0.23% | 121 |
|
|
2020
Q4 | $347K | Buy |
2,719
+19
| +0.7% | +$2.43K | 1.56% | 23 |
|
|
2020
Q3 | $342K | Buy |
+2,700
| New | +$342K | 1.56% | 25 |
|