IWA
Inspirion Wealth Advisors’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 |
-5,227
| Closed | -$556K | – | 144 |
|
|
2022
Q4 | $556K | Sell |
5,227
-1,290
| -20% | -$137K | 0.12% | 73 |
|
|
2022
Q3 | $684K | Sell |
6,517
-943
| -13% | -$99K | 0.15% | 62 |
|
|
2022
Q2 | $850K | Buy |
7,460
+28
| +0.4% | +$3.19K | 0.19% | 55 |
|
|
2022
Q1 | $926K | Buy |
+7,432
| New | +$926K | 0.19% | 48 |
|