KWMG
King Wealth Management Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
3,217
-51
| -2% | -$5.61K | 0.05% | 116 |
|
|
2025
Q1 | $363K | Sell |
3,268
-72
| -2% | -$8K | 0.06% | 112 |
|
|
2024
Q4 | $356K | Sell |
3,340
-61
| -2% | -$6.5K | 0.05% | 108 |
|
|
2024
Q3 | $376K | Sell |
3,401
-275
| -7% | -$30.4K | 0.06% | 108 |
|
|
2024
Q2 | $393K | Sell |
3,676
-99
| -3% | -$10.6K | 0.07% | 100 |
|
|
2024
Q1 | $406K | Sell |
3,775
-377
| -9% | -$40.5K | 0.07% | 92 |
|
|
2023
Q4 | $446K | Sell |
4,152
-568
| -12% | -$61K | 0.09% | 86 |
|
|
2023
Q3 | $490K | Sell |
4,720
-165
| -3% | -$17.1K | 0.1% | 78 |
|
|
2023
Q2 | $526K | Sell |
4,885
-14
| -0.3% | -$1.51K | 0.11% | 78 |
|
|
2023
Q1 | $540K | Sell |
4,899
-70
| -1% | -$7.72K | 0.12% | 76 |
|
|
2022
Q4 | $529K | Sell |
4,969
-189
| -4% | -$20.1K | 0.13% | 77 |
|
|
2022
Q3 | $541K | Sell |
5,158
-112
| -2% | -$11.7K | 0.14% | 76 |
|
|
2022
Q2 | $600K | Sell |
5,270
-874
| -14% | -$99.5K | 0.14% | 71 |
|
|
2022
Q1 | $765K | Sell |
6,144
-50
| -0.8% | -$6.23K | 0.15% | 73 |
|
|
2021
Q4 | $800K | Buy |
6,194
+642
| +12% | +$82.9K | 0.15% | 75 |
|
|
2021
Q3 | $709K | Sell |
5,552
-15
| -0.3% | -$1.92K | 0.15% | 81 |
|
|
2021
Q2 | $713K | Buy |
5,567
+97
| +2% | +$12.4K | 0.15% | 77 |
|
|
2021
Q1 | $686K | Buy |
5,470
+55
| +1% | +$6.9K | 0.15% | 80 |
|
|
2020
Q4 | $691K | Buy |
5,415
+50
| +0.9% | +$6.38K | 0.16% | 74 |
|
|
2020
Q3 | $679K | Buy |
5,365
+10
| +0.2% | +$1.27K | 0.18% | 74 |
|
|
2020
Q2 | $659K | Hold |
5,355
| – | – | 0.19% | 69 |
|
|
2020
Q1 | $631K | Sell |
5,355
-55
| -1% | -$6.48K | 0.27% | 56 |
|
|
2019
Q4 | $631K | Sell |
5,410
-492
| -8% | -$57.4K | 0.17% | 58 |
|
|
2019
Q3 | $687K | Sell |
5,902
-49
| -0.8% | -$5.7K | 0.2% | 56 |
|
|
2019
Q2 | $688K | Sell |
5,951
-72
| -1% | -$8.32K | 0.21% | 57 |
|
|
2019
Q1 | $681K | Buy |
6,023
+11
| +0.2% | +$1.24K | 0.21% | 56 |
|
|
2018
Q4 | $658K | Sell |
6,012
-289
| -5% | -$31.6K | 0.24% | 55 |
|
|
2018
Q3 | $697K | Sell |
6,301
-649
| -9% | -$71.8K | 0.22% | 53 |
|
|
2018
Q2 | $784K | Hold |
6,950
| – | – | 0.27% | 49 |
|
|
2018
Q1 | $785K | Buy |
6,950
+2
| +0% | +$226 | 0.28% | 50 |
|
|
2017
Q4 | $792K | Buy |
6,948
+22
| +0.3% | +$2.51K | 0.28% | 51 |
|
|
2017
Q3 | $787K | Sell |
6,926
-27
| -0.4% | -$3.07K | 0.29% | 53 |
|
|
2017
Q2 | $789K | Buy |
6,953
+388
| +6% | +$44K | 0.31% | 53 |
|
|
2017
Q1 | $752K | Sell |
6,565
-147
| -2% | -$16.8K | 0.31% | 54 |
|
|
2016
Q4 | $759K | Sell |
6,712
-228
| -3% | -$25.8K | 0.34% | 47 |
|
|
2016
Q3 | $808K | Buy |
6,940
+266
| +4% | +$31K | 0.4% | 47 |
|
|
2016
Q2 | $779K | Buy |
6,674
+82
| +1% | +$9.57K | 0.42% | 47 |
|
|
2016
Q1 | $756K | Sell |
6,592
-847
| -11% | -$97.1K | 0.41% | 49 |
|
|
2015
Q4 | $816K | Sell |
7,439
-12
| -0.2% | -$1.32K | 0.45% | 49 |
|
|
2015
Q3 | $825K | Sell |
7,451
-90
| -1% | -$9.97K | 0.51% | 40 |
|
|
2015
Q2 | $845K | Sell |
7,541
-46
| -0.6% | -$5.15K | 0.46% | 45 |
|
|
2015
Q1 | $861K | Sell |
7,587
-744
| -9% | -$84.4K | 0.5% | 42 |
|
|
2014
Q4 | $933K | Sell |
8,331
-122
| -1% | -$13.7K | 0.5% | 46 |
|
|
2014
Q3 | $947K | Sell |
8,453
-220
| -3% | -$24.6K | 0.59% | 40 |
|
|
2014
Q2 | $1M | Sell |
8,673
-414
| -5% | -$47.7K | 0.62% | 43 |
|
|
2014
Q1 | $1.02M | Sell |
9,087
-88
| -1% | -$9.87K | 0.7% | 38 |
|
|
2013
Q4 | $1.01M | Sell |
9,175
-793
| -8% | -$87.2K | 0.58% | 47 |
|
|
2013
Q3 | $1.12M | Sell |
9,968
-533
| -5% | -$60K | 0.73% | 35 |
|
|
2013
Q2 | $1.18M | Buy |
+10,501
| New | +$1.18M | 0.81% | 34 |
|