KWM
Kingsview 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
Q2 | $1.13M | Buy |
10,274
+202
| +2% | +$22.2K | 0.02% | 553 |
|
|
2025
Q1 | $1.12M | Sell |
10,072
-1,523
| -13% | -$169K | 0.02% | 517 |
|
|
2024
Q4 | $1.24M | Sell |
11,595
-13,826
| -54% | -$1.47M | 0.02% | 499 |
|
|
2024
Q3 | $2.81M | Sell |
25,421
-3,184
| -11% | -$352K | 0.06% | 295 |
|
|
2024
Q2 | $3.05M | Buy |
28,605
+923
| +3% | +$98.6K | 0.07% | 255 |
|
|
2024
Q1 | $2.97M | Sell |
27,682
-550
| -2% | -$59.1K | 0.07% | 249 |
|
|
2023
Q4 | $3.03M | Sell |
28,232
-1,198
| -4% | -$129K | 0.09% | 205 |
|
|
2023
Q3 | $3.05M | Sell |
29,430
-1,298
| -4% | -$135K | 0.11% | 203 |
|
|
2023
Q2 | $3.31M | Sell |
30,728
-498
| -2% | -$53.6K | 0.13% | 173 |
|
|
2023
Q1 | $3.44M | Sell |
31,226
-5,236
| -14% | -$577K | 0.14% | 160 |
|
|
2022
Q4 | $3.88M | Sell |
36,462
-6,989
| -16% | -$744K | 0.17% | 143 |
|
|
2022
Q3 | $4.56M | Sell |
43,451
-22,964
| -35% | -$2.41M | 0.22% | 110 |
|
|
2022
Q2 | $7.57M | Buy |
66,415
+8,453
| +15% | +$963K | 0.36% | 65 |
|
|
2022
Q1 | $7.22M | Buy |
57,962
+17,084
| +42% | +$2.13M | 0.32% | 72 |
|
|
2021
Q4 | $5.28M | Buy |
40,878
+8,788
| +27% | +$1.14M | 0.22% | 100 |
|
|
2021
Q3 | $4.1M | Buy |
32,090
+9,669
| +43% | +$1.23M | 0.19% | 120 |
|
|
2021
Q2 | $2.85M | Buy |
22,421
+3,595
| +19% | +$458K | 0.14% | 163 |
|
|
2021
Q1 | $2.36M | Buy |
18,826
+17,154
| +1,026% | +$2.15M | 0.13% | 163 |
|
|
2020
Q4 | $213K | Buy |
+1,672
| New | +$213K | 0.02% | 636 |
|
|
2019
Q3 | – | Sell |
-1,916
| Closed | -$221K | – | 440 |
|
|
2019
Q2 | $221K | Sell |
1,916
-801
| -29% | -$92.4K | 0.04% | 376 |
|
|
2019
Q1 | $307K | Sell |
2,717
-2,247
| -45% | -$254K | 0.05% | 353 |
|
|
2018
Q4 | $544K | Buy |
4,964
+1,830
| +58% | +$201K | 0.12% | 207 |
|
|
2018
Q3 | $347K | Buy |
+3,134
| New | +$347K | 0.07% | 275 |
|