LGWM
Litman Gregory Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,781
| Closed | -$288K | – | 125 |
|
|
2023
Q3 | $288K | Buy |
2,781
+174
| +7% | +$18K | 0.03% | 104 |
|
|
2023
Q2 | $281K | Buy |
+2,607
| New | +$281K | 0.04% | 72 |
|
|
2023
Q1 | – | Sell |
-4,335
| Closed | -$461K | – | 89 |
|
|
2022
Q4 | $461K | Sell |
4,335
-75
| -2% | -$7.98K | 0.06% | 59 |
|
|
2022
Q3 | $463K | Sell |
4,410
-336
| -7% | -$35.3K | 0.07% | 51 |
|
|
2022
Q2 | $541K | Buy |
+4,746
| New | +$541K | 0.08% | 61 |
|
|
2022
Q1 | – | Sell |
-3,735
| Closed | -$483K | – | 80 |
|
|
2021
Q4 | $483K | Buy |
3,735
+1,815
| +95% | +$235K | 0.08% | 56 |
|
|
2021
Q3 | $245K | Buy |
+1,920
| New | +$245K | 0.05% | 66 |
|
|
2021
Q2 | – | Sell |
-895
| Closed | -$112K | – | 176 |
|
|
2021
Q1 | $112K | Hold |
895
| – | – | 0.02% | 72 |
|
|
2020
Q4 | $114K | Sell |
895
-140
| -14% | -$17.8K | 0.02% | 70 |
|
|
2020
Q3 | $131K | Buy |
1,035
+140
| +16% | +$17.7K | 0.03% | 64 |
|
|
2020
Q2 | $110K | Buy |
+895
| New | +$110K | 0.02% | 66 |
|