Laird Norton Wetherby Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $224K | Sell |
2,105
-457
| -18% | -$48.7K | 0.01% | 802 |
|
|
2024
Q3 | $283K | Buy |
2,562
+9
| +0.4% | +$994 | 0.01% | 752 |
|
|
2024
Q2 | $273K | Buy |
2,553
+77
| +3% | +$8.22K | 0.01% | 740 |
|
|
2024
Q1 | $266K | Buy |
+2,476
| New | +$266K | 0.01% | 774 |
|
|
2021
Q4 | – | Sell |
-8,308
| Closed | -$1.06M | – | 934 |
|
|
2021
Q3 | $1.06M | Buy |
8,308
+4
| +0% | +$511 | 0.07% | 286 |
|
|
2021
Q2 | $1.06M | Buy |
8,304
+191
| +2% | +$24.5K | 0.06% | 280 |
|
|
2021
Q1 | $1.02M | Sell |
8,113
-850
| -9% | -$107K | 0.08% | 248 |
|
|
2020
Q4 | $1.14M | Buy |
8,963
+850
| +10% | +$108K | 0.08% | 241 |
|
|
2020
Q3 | $1.03M | Buy |
+8,113
| New | +$1.03M | 0.09% | 216 |
|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$114K | – | 683 |
|
|
2017
Q4 | $114K | Hold |
1,000
| – | – | 0.02% | 629 |
|
|
2017
Q3 | $114K | Buy |
+1,000
| New | +$114K | 0.02% | 603 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$112K | – | 487 |
|
|
2015
Q2 | $112K | Buy |
+1,000
| New | +$112K | 0.03% | 459 |
|