IWP
Insight Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
46,639
+430
| +0.9% | +$47.3K | 1.99% | 6 |
|
|
2025
Q1 | $5.13M | Buy |
46,209
+78
| +0.2% | +$8.67K | 0.85% | 6 |
|
|
2024
Q4 | $4.92M | Buy |
46,131
+3,386
| +8% | +$361K | 0.67% | 6 |
|
|
2024
Q3 | $4.72M | Buy |
42,745
+1,510
| +4% | +$167K | 0.93% | 9 |
|
|
2024
Q2 | $4.4M | Sell |
41,235
-1,718
| -4% | -$183K | 0.76% | 7 |
|
|
2024
Q1 | $4.61M | Buy |
42,953
+7,290
| +20% | +$783K | 0.79% | 7 |
|
|
2023
Q4 | $3.83M | Sell |
35,663
-2,817
| -7% | -$303K | 0.66% | 7 |
|
|
2023
Q3 | $3.99M | Sell |
38,480
-1,471
| -4% | -$153K | 0.77% | 7 |
|
|
2023
Q2 | $4.3M | Sell |
39,951
-11,486
| -22% | -$1.24M | 1% | 7 |
|
|
2023
Q1 | $5.67M | Sell |
51,437
-694
| -1% | -$76.5K | 1.27% | 6 |
|
|
2022
Q4 | $5.55M | Buy |
52,131
+486
| +0.9% | +$51.7K | 4.15% | 5 |
|
|
2022
Q3 | $5.42M | Buy |
51,645
+2,658
| +5% | +$279K | 5.11% | 3 |
|
|
2022
Q2 | $5.58M | Sell |
48,987
-131
| -0.3% | -$14.9K | 4.19% | 6 |
|
|
2022
Q1 | $6.12M | Sell |
49,118
-74,989
| -60% | -$9.34M | 3.4% | 6 |
|
|
2021
Q4 | $16M | Buy |
124,107
+13,310
| +12% | +$1.72M | 3% | 2 |
|
|
2021
Q3 | $14.1M | Buy |
110,797
+17,247
| +18% | +$2.2M | 7.58% | 2 |
|
|
2021
Q2 | $12M | Sell |
93,550
-1,484
| -2% | -$190K | 6.38% | 4 |
|
|
2021
Q1 | $11.9M | Buy |
+95,034
| New | +$11.9M | 5.87% | 2 |
|