HWA
Heartwood 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 | $16.9M | Buy |
153,210
+782
| +0.5% | +$86.1K | 1.76% | 21 |
|
|
2025
Q1 | $16.9M | Buy |
152,428
+8,050
| +6% | +$894K | 1.93% | 17 |
|
|
2024
Q4 | $15.4M | Buy |
144,378
+256
| +0.2% | +$27.3K | 1.73% | 21 |
|
|
2024
Q3 | $15.9M | Buy |
144,122
+1,486
| +1% | +$164K | 1.76% | 22 |
|
|
2024
Q2 | $15.2M | Buy |
142,636
+2,373
| +2% | +$253K | 1.82% | 21 |
|
|
2024
Q1 | $15.1M | Buy |
140,263
+6,867
| +5% | +$738K | 1.85% | 22 |
|
|
2023
Q4 | $14.3M | Buy |
+133,396
| New | +$14.3M | 1.91% | 19 |
|