HGWM
Horst & Graben 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
Q1 | – | Sell |
-2,595
| Closed | -$277K | – | 168 |
|
|
2024
Q4 | $277K | Sell |
2,595
-1,506
| -37% | -$160K | 0.05% | 123 |
|
|
2024
Q3 | $453K | Sell |
4,101
-12,830
| -76% | -$1.42M | 0.08% | 94 |
|
|
2024
Q2 | $1.81M | Buy |
16,931
+345
| +2% | +$36.8K | 0.35% | 40 |
|
|
2024
Q1 | $1.78M | Sell |
16,586
-23,423
| -59% | -$2.52M | 0.36% | 39 |
|
|
2023
Q4 | $4.3M | Buy |
40,009
+2,062
| +5% | +$222K | 0.94% | 20 |
|
|
2023
Q3 | $3.94M | Buy |
+37,947
| New | +$3.94M | 0.97% | 21 |
|
|
2023
Q1 | – | Sell |
-37,005
| Closed | -$3.94M | – | 139 |
|
|
2022
Q4 | $3.94M | Sell |
37,005
-3,993
| -10% | -$425K | 1.03% | 23 |
|
|
2022
Q3 | $4.3M | Sell |
40,998
-1,944
| -5% | -$204K | 1.22% | 20 |
|
|
2022
Q2 | $4.89M | Buy |
42,942
+12,566
| +41% | +$1.43M | 1.33% | 18 |
|
|
2022
Q1 | $3.78M | Buy |
+30,376
| New | +$3.78M | 0.92% | 23 |
|