IWA
Intercontinental 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
Q2 | $1.32M | Sell |
12,254
-1,710
| -12% | -$184K | 0.31% | 67 |
|
|
2023
Q1 | $1.54M | Buy |
+13,964
| New | +$1.54M | 0.39% | 48 |
|
|
2017
Q4 | – | Sell |
-2,730
| Closed | -$310K | – | 167 |
|
|
2017
Q3 | $310K | Sell |
2,730
-5,737
| -68% | -$651K | 0.19% | 82 |
|
|
2017
Q2 | $960K | Buy |
+8,467
| New | +$960K | 0.62% | 37 |
|